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 | $149,442 | $183,519-18.6% | $155,509-3.9% | $145,922+2.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 24.74% | 61.17%-36.4pp | 64.67%-39.9pp | 561.29%-536.5pp |
| Employer contribution / active EE | $3,029 | $5,313-43.0% | $4,672-35.2% | $4,660-35.0% |
| Participant deferral / active EE | $7,540 | $6,462+16.7% | $5,626+34.0% | $6,688+12.7% |
| Admin fee / account holder | $1,361 | $19,313-93.0% | $15,912-91.4% | $13,397-89.8% |