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 | $146,416 | $185,822-21.2% | $169,993-13.9% | $139,434+5.0% |
| Participation rate | 95.5% | 87.8%+7.7pp | 87.0%+8.5pp | 80.3%+15.1pp |
| Annual return | 14.15% | 60.50%-46.4pp | 53.37%-39.2pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,082 | $7,590-59.4% | $6,785-54.6% | $4,751-35.1% |
| Participant deferral / active EE | $6,137 | $11,622-47.2% | $10,408-41.0% | $6,710-8.5% |
| Admin fee / account holder | $3,128 | $15,381-79.7% | $12,815-75.6% | $11,403-72.6% |