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 | $150,511 | $179,726-16.3% | $156,263-3.7% | $142,382+5.7% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.9%+15.8pp | 80.1%+14.6pp |
| Annual return | 18.91% | 77.86%-59.0pp | 59.47%-40.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,179 | $5,069-57.0% | $4,333-49.7% | $4,299-49.3% |
| Participant deferral / active EE | $6,140 | $6,956-11.7% | $6,158-0.3% | $6,507-5.6% |
| Admin fee / account holder | $878 | $17,272-94.9% | $14,255-93.8% | $12,624-93.0% |