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 | $147,003 | $177,572-17.2% | $154,803-5.0% | $142,382+3.2% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.1%-4.7pp | 80.1%-6.8pp |
| Annual return | 17.93% | 65.07%-47.1pp | 58.88%-41.0pp | 217.08%-199.1pp |
| Employer contribution / active EE | $4,353 | $4,810-9.5% | $4,305+1.1% | $4,299+1.3% |
| Participant deferral / active EE | $7,757 | $6,272+23.7% | $5,540+40.0% | $6,507+19.2% |
| Admin fee / account holder | $6,247 | $16,786-62.8% | $14,329-56.4% | $12,624-50.5% |