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 | $171,187 | $185,822-7.9% | $169,993+0.7% | $139,434+22.8% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 21.56% | 60.50%-38.9pp | 53.37%-31.8pp | 372.94%-351.4pp |
| Employer contribution / active EE | $2,204 | $7,590-71.0% | $6,785-67.5% | $4,751-53.6% |
| Participant deferral / active EE | $7,988 | $11,622-31.3% | $10,408-23.3% | $6,710+19.0% |
| Admin fee / account holder | $3,077 | $15,381-80.0% | $12,815-76.0% | $11,403-73.0% |