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 | $154,959 | $210,648-26.4% | $177,989-12.9% | $145,922+6.2% |
| Participation rate | 91.7% | 80.8%+10.9pp | 77.1%+14.6pp | 80.3%+11.4pp |
| Annual return | 13.37% | 385.86%-372.5pp | 294.48%-281.1pp | 561.29%-547.9pp |
| Employer contribution / active EE | $5,220 | $4,565+14.4% | $3,949+32.2% | $4,660+12.0% |
| Participant deferral / active EE | $5,238 | $6,958-24.7% | $6,276-16.5% | $6,688-21.7% |
| Admin fee / account holder | $2,847 | $12,013-76.3% | $10,363-72.5% | $13,397-78.8% |