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 | $168,235 | $154,117+9.2% | $129,995+29.4% | $139,434+20.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 9.79% | 32.48%-22.7pp | -137.18%+147.0pp | 372.94%-363.2pp |
| Employer contribution / active EE | $5,259 | $5,289-0.6% | $4,320+21.7% | $4,751+10.7% |
| Participant deferral / active EE | $14,086 | $6,710+109.9% | $5,820+142.0% | $6,710+109.9% |
| Admin fee / account holder | $1,059 | $14,007-92.4% | $10,614-90.0% | $11,403-90.7% |