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 | $158,811 | $172,111-7.7% | $150,298+5.7% | $137,256+15.7% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 17.94% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,875 | $4,636-59.6% | $4,154-54.9% | $4,156-54.9% |
| Participant deferral / active EE | $2,208 | $6,166-64.2% | $5,453-59.5% | $6,407-65.5% |
| Admin fee / account holder | $13,284 | $16,471-19.3% | $14,116-5.9% | $12,270+8.3% |