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 | $147,863 | $198,466-25.5% | $170,442-13.2% | $147,584+0.2% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 15.27% | 257.29%-242.0pp | 205.93%-190.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,118 | $6,184-65.7% | $5,433-61.0% | $4,876-56.6% |
| Participant deferral / active EE | $4,059 | $5,629-27.9% | $4,939-17.8% | $5,439-25.4% |
| Admin fee / account holder | $5,877 | $16,852-65.1% | $13,880-57.7% | $10,885-46.0% |