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 | $152,547 | $162,781-6.3% | $133,956+13.9% | $158,922-4.0% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 6.49% | 41.94%-35.4pp | 45.09%-38.6pp | 302.83%-296.3pp |
| Employer contribution / active EE | $2,072 | $4,975-58.4% | $3,919-47.1% | $4,761-56.5% |
| Participant deferral / active EE | $3,663 | $5,911-38.0% | $5,048-27.4% | $5,982-38.8% |
| Admin fee / account holder | $882 | $11,736-92.5% | $8,927-90.1% | $11,246-92.2% |