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 | $160,582 | $127,777+25.7% | $106,548+50.7% | $167,490-4.1% |
| Participation rate | 71.4% | 78.3%-6.8pp | 76.1%-4.7pp | 82.1%-10.7pp |
| Annual return | 14.90% | 33.87%-19.0pp | 26.80%-11.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,576 | $3,427-54.0% | $2,819-44.1% | $4,837-67.4% |
| Participant deferral / active EE | $4,999 | $5,087-1.7% | $4,398+13.7% | $6,341-21.2% |
| Admin fee / account holder | $13,602 | $11,228+21.1% | $7,407+83.6% | $12,309+10.5% |