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 | $150,996 | $148,534+1.7% | $135,903+11.1% | $139,434+8.3% |
| Participation rate | 78.3% | 83.9%-5.6pp | 81.9%-3.6pp | 80.3%-2.1pp |
| Annual return | 17.49% | 79.19%-61.7pp | 68.23%-50.7pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,165 | $5,243-58.7% | $4,856-55.4% | $4,751-54.4% |
| Participant deferral / active EE | $4,991 | $8,100-38.4% | $7,758-35.7% | $6,710-25.6% |
| Admin fee / account holder | $8,494 | $12,400-31.5% | $10,762-21.1% | $11,403-25.5% |