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 | $172,684 | $183,519-5.9% | $155,509+11.0% | $145,922+18.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.45% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,898 | $5,313-64.3% | $4,672-59.4% | $4,660-59.3% |
| Participant deferral / active EE | $6,998 | $6,462+8.3% | $5,626+24.4% | $6,688+4.6% |
| Admin fee / account holder | $1,929 | $19,313-90.0% | $15,912-87.9% | $13,397-85.6% |