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 | $153,835 | $176,812-13.0% | $146,665+4.9% | $167,490-8.2% |
| Participation rate | 72.2% | 83.6%-11.4pp | 80.1%-7.8pp | 82.1%-9.9pp |
| Annual return | 12.08% | 24.03%-12.0pp | 22.74%-10.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $3,225 | $5,160-37.5% | $4,136-22.0% | $4,837-33.3% |
| Participant deferral / active EE | $6,486 | $6,440+0.7% | $5,506+17.8% | $6,341+2.3% |
| Admin fee / account holder | $6,882 | $13,259-48.1% | $10,280-33.0% | $12,309-44.1% |