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 | $153,826 | $154,117-0.2% | $129,995+18.3% | $139,434+10.3% |
| Participation rate | 94.4% | 82.0%+12.5pp | 78.5%+16.0pp | 80.3%+14.1pp |
| Annual return | 24.12% | 32.48%-8.4pp | -137.18%+161.3pp | 372.94%-348.8pp |
| Employer contribution / active EE | $2,031 | $5,289-61.6% | $4,320-53.0% | $4,751-57.3% |
| Participant deferral / active EE | $7,593 | $6,710+13.2% | $5,820+30.5% | $6,710+13.2% |
| Admin fee / account holder | $15,230 | $14,007+8.7% | $10,614+43.5% | $11,403+33.6% |