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 | $146,824 | $175,202-16.2% | $149,673-1.9% | $139,434+5.3% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 13.35% | 166.71%-153.4pp | 134.42%-121.1pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,478 | $5,474-54.7% | $4,818-48.6% | $4,751-47.8% |
| Participant deferral / active EE | $4,417 | $6,519-32.2% | $5,680-22.2% | $6,710-34.2% |
| Admin fee / account holder | $14,719 | $16,150-8.9% | $13,210+11.4% | $11,403+29.1% |