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 | $172,707 | $214,378-19.4% | $200,582-13.9% | $142,382+21.3% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 15.68% | 46.41%-30.7pp | 42.33%-26.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,816 | $6,841-58.8% | $6,419-56.1% | $4,299-34.5% |
| Participant deferral / active EE | $3,406 | $9,865-65.5% | $9,331-63.5% | $6,507-47.7% |
| Admin fee / account holder | $1,814 | $17,692-89.7% | $16,305-88.9% | $12,624-85.6% |