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 | $167,756 | $154,117+8.8% | $129,995+29.0% | $139,434+20.3% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 15.09% | 32.48%-17.4pp | -137.18%+152.3pp | 372.94%-357.9pp |
| Employer contribution / active EE | $4,815 | $5,289-9.0% | $4,320+11.5% | $4,751+1.3% |
| Participant deferral / active EE | $17,059 | $6,710+154.2% | $5,820+193.1% | $6,710+154.2% |
| Admin fee / account holder | $23,582 | $14,007+68.4% | $10,614+122.2% | $11,403+106.8% |