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 | $150,942 | $210,408-28.3% | $153,485-1.7% | $145,922+3.4% |
| Participation rate | 81.3% | 82.1%-0.9pp | 77.1%+4.2pp | 80.3%+1.0pp |
| Annual return | 14.87% | 13.37%+1.5pp | 15.65%-0.8pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,272 | $6,048-62.4% | $5,039-54.9% | $4,660-51.2% |
| Participant deferral / active EE | $2,769 | $7,975-65.3% | $6,757-59.0% | $6,688-58.6% |
| Admin fee / account holder | $4,422 | $19,419-77.2% | $12,724-65.2% | $13,397-67.0% |