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 | $155,746 | $179,726-13.3% | $156,263-0.3% | $142,382+9.4% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.9%-2.4pp | 80.1%-3.6pp |
| Annual return | 14.15% | 77.86%-63.7pp | 59.47%-45.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $11,949 | $5,069+135.7% | $4,333+175.8% | $4,299+177.9% |
| Participant deferral / active EE | $4,699 | $6,956-32.4% | $6,158-23.7% | $6,507-27.8% |
| Admin fee / account holder | $1,124 | $17,272-93.5% | $14,255-92.1% | $12,624-91.1% |