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 | $153,522 | $185,822-17.4% | $169,993-9.7% | $139,434+10.1% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 17.43% | 60.50%-43.1pp | 53.37%-35.9pp | 372.94%-355.5pp |
| Employer contribution / active EE | $3,939 | $7,590-48.1% | $6,785-41.9% | $4,751-17.1% |
| Participant deferral / active EE | $5,204 | $11,622-55.2% | $10,408-50.0% | $6,710-22.4% |
| Admin fee / account holder | $501 | $15,381-96.7% | $12,815-96.1% | $11,403-95.6% |