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 8-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 | $155,983 | $157,256-0.8% | $141,162+10.5% | $152,861+2.0% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.4%-9.1pp |
| Annual return | 21.10% | 64.32%-43.2pp | 71.39%-50.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,728 | $5,261-67.1% | $4,735-63.5% | $4,762-63.7% |
| Participant deferral / active EE | $4,667 | $7,109-34.4% | $6,709-30.4% | $5,850-20.2% |
| Admin fee / account holder | $3,452 | $12,120-71.5% | $10,261-66.4% | $11,596-70.2% |