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 | $175,232 | $165,984+5.6% | $164,813+6.3% | $145,922+20.1% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 11.32% | 100.03%-88.7pp | 69.93%-58.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,039 | $5,273-42.4% | $4,341-30.0% | $4,660-34.8% |
| Participant deferral / active EE | $8,602 | $6,959+23.6% | $6,031+42.6% | $6,688+28.6% |
| Admin fee / account holder | $6,648 | $16,648-60.1% | $12,690-47.6% | $13,397-50.4% |