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 | $153,772 | $185,822-17.2% | $169,993-9.5% | $139,434+10.3% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 18.42% | 60.50%-42.1pp | 53.37%-35.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $4,322 | $7,590-43.1% | $6,785-36.3% | $4,751-9.0% |
| Participant deferral / active EE | $8,514 | $11,622-26.7% | $10,408-18.2% | $6,710+26.9% |
| Admin fee / account holder | $4,430 | $15,381-71.2% | $12,815-65.4% | $11,403-61.1% |