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 | $172,760 | $179,726-3.9% | $156,263+10.6% | $142,382+21.3% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 20.12% | 77.86%-57.7pp | 59.47%-39.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,735 | $5,069-65.8% | $4,333-60.0% | $4,299-59.6% |
| Participant deferral / active EE | $3,470 | $6,956-50.1% | $6,158-43.7% | $6,507-46.7% |
| Admin fee / account holder | $5,017 | $17,272-71.0% | $14,255-64.8% | $12,624-60.3% |