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 | $150,202 | $138,385+8.5% | $184,200-18.5% | $80,874+85.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 86.8%-6.8pp | 67.6%+12.4pp |
| Annual return | 17.19% | 20.02%-2.8pp | 28.80%-11.6pp | 35.62%-18.4pp |
| Employer contribution / active EE | $4,233 | $4,849-12.7% | $6,424-34.1% | $2,756+53.6% |
| Participant deferral / active EE | $13,216 | $7,073+86.9% | $9,132+44.7% | $4,297+207.6% |
| Admin fee / account holder | $831 | $10,483-92.1% | $13,907-94.0% | $6,935-88.0% |