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 | $154,264 | $185,822-17.0% | $169,993-9.3% | $139,434+10.6% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 11.86% | 60.50%-48.6pp | 53.37%-41.5pp | 372.94%-361.1pp |
| Employer contribution / active EE | $5,413 | $7,590-28.7% | $6,785-20.2% | $4,751+13.9% |
| Participant deferral / active EE | $3,572 | $11,622-69.3% | $10,408-65.7% | $6,710-46.8% |
| Admin fee / account holder | $1,245 | $15,381-91.9% | $12,815-90.3% | $11,403-89.1% |