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 | $145,762 | $148,534-1.9% | $135,903+7.3% | $139,434+4.5% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 14.11% | 79.19%-65.1pp | 68.23%-54.1pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,657 | $5,243-30.2% | $4,856-24.7% | $4,751-23.0% |
| Participant deferral / active EE | $4,370 | $8,100-46.0% | $7,758-43.7% | $6,710-34.9% |
| Admin fee / account holder | $1,245 | $12,400-90.0% | $10,762-88.4% | $11,403-89.1% |