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 | $172,394 | $162,781+5.9% | $133,956+28.7% | $158,922+8.5% |
| Participation rate | 94.4% | 83.2%+11.2pp | 79.8%+14.6pp | 82.0%+12.5pp |
| Annual return | 13.89% | 41.94%-28.1pp | 45.09%-31.2pp | 302.83%-288.9pp |
| Employer contribution / active EE | $10,246 | $4,975+105.9% | $3,919+161.5% | $4,761+115.2% |
| Participant deferral / active EE | $10,430 | $5,911+76.5% | $5,048+106.6% | $5,982+74.4% |
| Admin fee / account holder | $14,444 | $11,736+23.1% | $8,927+61.8% | $11,246+28.4% |