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 | $176,681 | $106,584+65.8% | $101,326+74.4% | $142,382+24.1% |
| Participation rate | 81.0% | 82.7%-1.7pp | 81.5%-0.5pp | 80.1%+0.8pp |
| Annual return | 18.16% | 36.93%-18.8pp | 36.82%-18.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,857 | $3,956-27.8% | $3,665-22.0% | $4,299-33.5% |
| Participant deferral / active EE | $5,592 | $8,297-32.6% | $7,994-30.0% | $6,507-14.1% |
| Admin fee / account holder | $19,687 | $11,446+72.0% | $11,185+76.0% | $12,624+56.0% |