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 | $154,745 | $175,202-11.7% | $149,673+3.4% | $139,434+11.0% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 19.94% | 166.71%-146.8pp | 134.42%-114.5pp | 372.94%-353.0pp |
| Employer contribution / active EE | $2,525 | $5,474-53.9% | $4,818-47.6% | $4,751-46.9% |
| Participant deferral / active EE | $8,307 | $6,519+27.4% | $5,680+46.3% | $6,710+23.8% |
| Admin fee / account holder | $1,623 | $16,150-90.0% | $13,210-87.7% | $11,403-85.8% |