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 | $149,359 | $214,378-30.3% | $200,582-25.5% | $142,382+4.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.72% | 46.41%-32.7pp | 42.33%-28.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,865 | $6,841-58.1% | $6,419-55.4% | $4,299-33.4% |
| Participant deferral / active EE | $4,715 | $9,865-52.2% | $9,331-49.5% | $6,507-27.5% |
| Admin fee / account holder | $11,485 | $17,692-35.1% | $16,305-29.6% | $12,624-9.0% |