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 | $156,141 | $176,812-11.7% | $146,665+6.5% | $167,490-6.8% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 9.23% | 24.03%-14.8pp | 22.74%-13.5pp | 478.56%-469.3pp |
| Employer contribution / active EE | $4,209 | $5,160-18.4% | $4,136+1.7% | $4,837-13.0% |
| Participant deferral / active EE | $6,429 | $6,440-0.2% | $5,506+16.8% | $6,341+1.4% |
| Admin fee / account holder | $1,785 | $13,259-86.5% | $10,280-82.6% | $12,309-85.5% |