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 | $151,692 | $228,332-33.6% | $185,823-18.4% | $158,922-4.5% |
| Participation rate | 93.3% | 82.3%+11.0pp | 78.0%+15.3pp | 82.0%+11.4pp |
| Annual return | 13.75% | 40.80%-27.1pp | 35.95%-22.2pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,127 | $4,967-57.2% | $4,087-48.0% | $4,761-55.3% |
| Participant deferral / active EE | $3,716 | $6,415-42.1% | $5,632-34.0% | $5,982-37.9% |
| Admin fee / account holder | $18,327 | $11,864+54.5% | $9,500+92.9% | $11,246+63.0% |