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 | $168,050 | $148,534+13.1% | $135,903+23.7% | $139,434+20.5% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 18.42% | 79.19%-60.8pp | 68.23%-49.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $3,263 | $5,243-37.8% | $4,856-32.8% | $4,751-31.3% |
| Participant deferral / active EE | $5,759 | $8,100-28.9% | $7,758-25.8% | $6,710-14.2% |
| Admin fee / account holder | $5,469 | $12,400-55.9% | $10,762-49.2% | $11,403-52.0% |