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 | $149,245 | $185,822-19.7% | $169,993-12.2% | $139,434+7.0% |
| Participation rate | 92.3% | 87.8%+4.5pp | 87.0%+5.3pp | 80.3%+12.0pp |
| Annual return | 15.48% | 60.50%-45.0pp | 53.37%-37.9pp | 372.94%-357.5pp |
| Employer contribution / active EE | $5,866 | $7,590-22.7% | $6,785-13.5% | $4,751+23.5% |
| Participant deferral / active EE | $10,095 | $11,622-13.1% | $10,408-3.0% | $6,710+50.4% |
| Admin fee / account holder | $1,031 | $15,381-93.3% | $12,815-92.0% | $11,403-91.0% |