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 6-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 | $150,006 | $201,272-25.5% | $184,203-18.6% | $145,922+2.8% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 14.82% | 29.00%-14.2pp | 28.81%-14.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $5,635 | $7,022-19.7% | $6,427-12.3% | $4,660+20.9% |
| Participant deferral / active EE | $8,108 | $9,806-17.3% | $9,131-11.2% | $6,688+21.2% |
| Admin fee / account holder | $19,527 | $16,364+19.3% | $13,901+40.5% | $13,397+45.8% |