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 | $166,501 | $127,065+31.0% | $113,168+47.1% | $142,382+16.9% |
| Participation rate | 84.6% | 79.2%+5.4pp | 76.6%+8.1pp | 80.1%+4.5pp |
| Annual return | 18.54% | 24.03%-5.5pp | 24.27%-5.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,071 | $3,442-10.8% | $2,975+3.2% | $4,299-28.6% |
| Participant deferral / active EE | $5,038 | $5,716-11.9% | $5,107-1.4% | $6,507-22.6% |
| Admin fee / account holder | $2,746 | $15,736-82.5% | $12,068-77.2% | $12,624-78.2% |