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 3-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 | $171,912 | $154,117+11.5% | $129,995+32.2% | $139,434+23.3% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 19.31% | 32.48%-13.2pp | -137.18%+156.5pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,914 | $5,289-44.9% | $4,320-32.6% | $4,751-38.7% |
| Participant deferral / active EE | $4,750 | $6,710-29.2% | $5,820-18.4% | $6,710-29.2% |
| Admin fee / account holder | $12,402 | $14,007-11.5% | $10,614+16.8% | $11,403+8.8% |