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 | $162,733 | $185,822-12.4% | $169,993-4.3% | $139,434+16.7% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 15.93% | 60.50%-44.6pp | 53.37%-37.4pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,198 | $7,590-71.0% | $6,785-67.6% | $4,751-53.7% |
| Participant deferral / active EE | $3,074 | $11,622-73.6% | $10,408-70.5% | $6,710-54.2% |
| Admin fee / account holder | $9,813 | $15,381-36.2% | $12,815-23.4% | $11,403-13.9% |