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 | $151,500 | $162,781-6.9% | $133,956+13.1% | $158,922-4.7% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 24.23% | 41.94%-17.7pp | 45.09%-20.9pp | 302.83%-278.6pp |
| Employer contribution / active EE | $3,645 | $4,975-26.7% | $3,919-7.0% | $4,761-23.5% |
| Participant deferral / active EE | $6,672 | $5,911+12.9% | $5,048+32.2% | $5,982+11.5% |
| Admin fee / account holder | $518 | $11,736-95.6% | $8,927-94.2% | $11,246-95.4% |