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 | $170,814 | $117,841+45.0% | $102,423+66.8% | $145,922+17.1% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 16.06% | 31.65%-15.6pp | 29.32%-13.3pp | 561.29%-545.2pp |
| Employer contribution / active EE | $3,077 | $3,615-14.9% | $3,023+1.8% | $4,660-34.0% |
| Participant deferral / active EE | $4,012 | $5,731-30.0% | $5,053-20.6% | $6,688-40.0% |
| Admin fee / account holder | $10,628 | $13,326-20.2% | $9,451+12.5% | $13,397-20.7% |