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 | $163,301 | $148,534+9.9% | $135,903+20.2% | $139,434+17.1% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 13.33% | 79.19%-65.9pp | 68.23%-54.9pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,536 | $5,243-51.6% | $4,856-47.8% | $4,751-46.6% |
| Participant deferral / active EE | $7,090 | $8,100-12.5% | $7,758-8.6% | $6,710+5.7% |
| Admin fee / account holder | $2,328 | $12,400-81.2% | $10,762-78.4% | $11,403-79.6% |