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 | $166,879 | $154,117+8.3% | $129,995+28.4% | $139,434+19.7% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 18.67% | 32.48%-13.8pp | -137.18%+155.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,620 | $5,289-69.4% | $4,320-62.5% | $4,751-65.9% |
| Participant deferral / active EE | $3,323 | $6,710-50.5% | $5,820-42.9% | $6,710-50.5% |
| Admin fee / account holder | $8,930 | $14,007-36.2% | $10,614-15.9% | $11,403-21.7% |