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 | $151,641 | $177,572-14.6% | $154,803-2.0% | $142,382+6.5% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 11.96% | 65.07%-53.1pp | 58.88%-46.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3,183 | $4,810-33.8% | $4,305-26.1% | $4,299-26.0% |
| Participant deferral / active EE | $8,071 | $6,272+28.7% | $5,540+45.7% | $6,507+24.0% |
| Admin fee / account holder | $5,191 | $16,786-69.1% | $14,329-63.8% | $12,624-58.9% |