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 | $153,537 | $140,940+8.9% | $112,229+36.8% | $139,434+10.1% |
| Participation rate | 88.2% | 79.2%+9.0pp | 72.4%+15.8pp | 80.3%+7.9pp |
| Annual return | 18.00% | 32.71%-14.7pp | 30.20%-12.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $3,062 | $4,283-28.5% | $3,430-10.7% | $4,751-35.6% |
| Participant deferral / active EE | $3,711 | $5,874-36.8% | $4,798-22.7% | $6,710-44.7% |
| Admin fee / account holder | $2,320 | $9,954-76.7% | $7,748-70.1% | $11,403-79.7% |