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 | $150,813 | $152,587-1.2% | $125,175+20.5% | $152,861-1.3% |
| Participation rate | 81.0% | 83.3%-2.4pp | 79.8%+1.2pp | 82.4%-1.5pp |
| Annual return | 16.16% | 54.84%-38.7pp | 43.79%-27.6pp | 345.32%-329.2pp |
| Employer contribution / active EE | $2,430 | $4,946-50.9% | $3,865-37.1% | $4,762-49.0% |
| Participant deferral / active EE | $5,671 | $5,868-3.3% | $4,937+14.9% | $5,850-3.1% |
| Admin fee / account holder | $4,440 | $13,434-66.9% | $9,702-54.2% | $11,596-61.7% |