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 | $149,146 | $157,256-5.2% | $141,162+5.7% | $152,861-2.4% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 17.62% | 64.32%-46.7pp | 71.39%-53.8pp | 345.32%-327.7pp |
| Employer contribution / active EE | $2,380 | $5,261-54.8% | $4,735-49.7% | $4,762-50.0% |
| Participant deferral / active EE | $6,279 | $7,109-11.7% | $6,709-6.4% | $5,850+7.3% |
| Admin fee / account holder | $24,292 | $12,120+100.4% | $10,261+136.7% | $11,596+109.5% |