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 | $185,728 | $177,572+4.6% | $154,803+20.0% | $142,382+30.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 11.79% | 65.07%-53.3pp | 58.88%-47.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,579 | $4,810-67.2% | $4,305-63.3% | $4,299-63.3% |
| Participant deferral / active EE | $8,476 | $6,272+35.2% | $5,540+53.0% | $6,507+30.3% |
| Admin fee / account holder | $27,349 | $16,786+62.9% | $14,329+90.9% | $12,624+116.6% |