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 | $148,736 | $201,259-26.1% | $184,200-19.3% | $145,959+1.9% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 18.07% | 28.98%-10.9pp | 28.80%-10.7pp | 561.95%-543.9pp |
| Employer contribution / active EE | $1,718 | $7,018-75.5% | $6,424-73.3% | $4,661-63.1% |
| Participant deferral / active EE | $6,531 | $9,806-33.4% | $9,132-28.5% | $6,689-2.4% |
| Admin fee / account holder | $1,927 | $16,372-88.2% | $13,907-86.1% | $13,398-85.6% |