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 | $164,589 | $162,781+1.1% | $133,956+22.9% | $158,922+3.6% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 13.19% | 41.94%-28.7pp | 45.09%-31.9pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,977 | $4,975-60.3% | $3,919-49.6% | $4,761-58.5% |
| Participant deferral / active EE | $2,999 | $5,911-49.3% | $5,048-40.6% | $5,982-49.9% |
| Admin fee / account holder | $39,873 | $11,736+239.7% | $8,927+346.7% | $11,246+254.6% |