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 5-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 | $157,885 | $172,111-8.3% | $150,298+5.0% | $137,256+15.0% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 15.90% | 69.37%-53.5pp | 62.79%-46.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,059 | $4,636-55.6% | $4,154-50.4% | $4,156-50.5% |
| Participant deferral / active EE | $10,497 | $6,166+70.3% | $5,453+92.5% | $6,407+63.8% |
| Admin fee / account holder | $822 | $16,471-95.0% | $14,116-94.2% | $12,270-93.3% |