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 | $171,912 | $138,347+24.3% | $184,203-6.7% | $80,856+112.6% |
| Participation rate | 88.6% | 83.9%+4.7pp | 86.8%+1.8pp | 67.6%+20.9pp |
| Annual return | 19.87% | 20.02%-0.2pp | 28.81%-8.9pp | 35.59%-15.7pp |
| Employer contribution / active EE | $7,592 | $4,850+56.5% | $6,427+18.1% | $2,755+175.6% |
| Participant deferral / active EE | $6,469 | $7,071-8.5% | $9,131-29.2% | $4,296+50.6% |
| Admin fee / account holder | $32,005 | $10,483+205.3% | $13,901+130.2% | $6,918+362.6% |