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 | $163,137 | $148,534+9.8% | $135,903+20.0% | $139,434+17.0% |
| Participation rate | 85.0% | 83.9%+1.1pp | 81.9%+3.1pp | 80.3%+4.7pp |
| Annual return | 16.14% | 79.19%-63.1pp | 68.23%-52.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | $8,554 | $5,243+63.1% | $4,856+76.1% | $4,751+80.0% |
| Participant deferral / active EE | $4,552 | $8,100-43.8% | $7,758-41.3% | $6,710-32.2% |
| Admin fee / account holder | $6,434 | $12,400-48.1% | $10,762-40.2% | $11,403-43.6% |