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 | $172,489 | $157,256+9.7% | $141,162+22.2% | $152,861+12.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 21.45% | 64.32%-42.9pp | 71.39%-49.9pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,732 | $5,261-48.1% | $4,735-42.3% | $4,762-42.6% |
| Participant deferral / active EE | $9,060 | $7,109+27.4% | $6,709+35.0% | $5,850+54.9% |
| Admin fee / account holder | $7,956 | $12,120-34.4% | $10,261-22.5% | $11,596-31.4% |