See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,425 | $183,963-11.7% | $162,163+0.2% | $152,861+6.3% |
| Participation rate | 78.6% | 88.5%-9.9pp | 87.6%-9.0pp | 82.4%-3.9pp |
| Annual return | 23.12% | 150.76%-127.6pp | 115.59%-92.5pp | 345.32%-322.2pp |
| Employer contribution / active EE | $3,439 | $6,371-46.0% | $5,614-38.7% | $4,762-27.8% |
| Participant deferral / active EE | $13,847 | $8,034+72.4% | $7,298+89.7% | $5,850+136.7% |
| Admin fee / account holder | $8,236 | $13,121-37.2% | $10,843-24.0% | $11,596-29.0% |