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 | $152,888 | $197,591-22.6% | $177,821-14.0% | $158,922-3.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 22.56% | 58.76%-36.2pp | 48.32%-25.8pp | 302.83%-280.3pp |
| Employer contribution / active EE | $3,124 | $6,697-53.3% | $5,918-47.2% | $4,761-34.4% |
| Participant deferral / active EE | $6,585 | $8,405-21.6% | $7,714-14.6% | $5,982+10.1% |
| Admin fee / account holder | $695 | $15,399-95.5% | $12,427-94.4% | $11,246-93.8% |