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 | $180,026 | $179,726+0.2% | $156,263+15.2% | $142,382+26.4% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.9%-8.9pp | 80.1%-10.1pp |
| Annual return | 12.94% | 77.86%-64.9pp | 59.47%-46.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,823 | $5,069-44.3% | $4,333-34.9% | $4,299-34.3% |
| Participant deferral / active EE | $6,298 | $6,956-9.5% | $6,158+2.3% | $6,507-3.2% |
| Admin fee / account holder | $44,920 | $17,272+160.1% | $14,255+215.1% | $12,624+255.8% |