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 | $138,500 | $154,228-10.2% | $145,433-4.8% | $137,256+0.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 19.91% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,653 | $4,804-24.0% | $4,554-19.8% | $4,156-12.1% |
| Participant deferral / active EE | $10,848 | $8,216+32.0% | $7,897+37.4% | $6,407+69.3% |
| Admin fee / account holder | $9,549 | $14,344-33.4% | $13,129-27.3% | $12,270-22.2% |