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 | $157,973 | $116,175+36.0% | $93,606+68.8% | $152,861+3.3% |
| Participation rate | 95.0% | 78.0%+17.0pp | 75.8%+19.2pp | 82.4%+12.6pp |
| Annual return | 24.95% | 35.96%-11.0pp | 32.76%-7.8pp | 345.32%-320.4pp |
| Employer contribution / active EE | $3,059 | $3,218-5.0% | $2,718+12.5% | $4,762-35.8% |
| Participant deferral / active EE | $3,247 | $4,603-29.5% | $4,069-20.2% | $5,850-44.5% |
| Admin fee / account holder | $5,803 | $10,748-46.0% | $7,888-26.4% | $11,596-50.0% |