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 | $156,238 | $125,758+24.2% | $169,993-8.1% | $75,163+107.9% |
| Participation rate | 75.8% | 83.6%-7.8pp | 87.0%-11.2pp | 67.2%+8.6pp |
| Annual return | 19.36% | 27.20%-7.8pp | 53.37%-34.0pp | 160.62%-141.3pp |
| Employer contribution / active EE | $3,847 | $4,615-16.6% | $6,785-43.3% | $2,670+44.1% |
| Participant deferral / active EE | $6,394 | $6,837-6.5% | $10,408-38.6% | $4,125+55.0% |
| Admin fee / account holder | $783 | $8,173-90.4% | $12,815-93.9% | $5,651-86.1% |