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 | $144,362 | $148,534-2.8% | $135,903+6.2% | $139,434+3.5% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 14.27% | 79.19%-64.9pp | 68.23%-54.0pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,992 | $5,243-62.0% | $4,856-59.0% | $4,751-58.1% |
| Participant deferral / active EE | $5,006 | $8,100-38.2% | $7,758-35.5% | $6,710-25.4% |
| Admin fee / account holder | $3,517 | $12,400-71.6% | $10,762-67.3% | $11,403-69.2% |