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 | $156,325 | $172,111-9.2% | $150,298+4.0% | $137,256+13.9% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 13.10% | 69.37%-56.3pp | 62.79%-49.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $8,106 | $4,636+74.8% | $4,154+95.1% | $4,156+95.0% |
| Participant deferral / active EE | $4,222 | $6,166-31.5% | $5,453-22.6% | $6,407-34.1% |
| Admin fee / account holder | $7,651 | $16,471-53.6% | $14,116-45.8% | $12,270-37.6% |