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 | $175,534 | $157,256+11.6% | $141,162+24.3% | $152,861+14.8% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.4%+12.6pp |
| Annual return | 17.25% | 64.32%-47.1pp | 71.39%-54.1pp | 345.32%-328.1pp |
| Employer contribution / active EE | $1,327 | $5,261-74.8% | $4,735-72.0% | $4,762-72.1% |
| Participant deferral / active EE | $9,495 | $7,109+33.6% | $6,709+41.5% | $5,850+62.3% |
| Admin fee / account holder | $1,899 | $12,120-84.3% | $10,261-81.5% | $11,596-83.6% |