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 | $157,202 | $198,466-20.8% | $170,442-7.8% | $147,584+6.5% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 9.60% | 257.29%-247.7pp | 205.93%-196.3pp | 578.55%-568.9pp |
| Employer contribution / active EE | $2,684 | $6,184-56.6% | $5,433-50.6% | $4,876-45.0% |
| Participant deferral / active EE | $4,600 | $5,629-18.3% | $4,939-6.9% | $5,439-15.4% |
| Admin fee / account holder | $14,508 | $16,852-13.9% | $13,880+4.5% | $10,885+33.3% |