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 | $165,274 | $144,119+14.7% | $117,854+40.2% | $147,584+12.0% |
| Participation rate | 78.6% | 83.4%-4.8pp | 79.7%-1.1pp | 82.8%-4.3pp |
| Annual return | 13.94% | 531.15%-517.2pp | 335.08%-321.1pp | 578.55%-564.6pp |
| Employer contribution / active EE | $2,572 | $4,896-47.5% | $3,786-32.1% | $4,876-47.3% |
| Participant deferral / active EE | $5,457 | $5,316+2.6% | $4,482+21.8% | $5,439+0.3% |
| Admin fee / account holder | $9,381 | $10,886-13.8% | $8,020+17.0% | $10,885-13.8% |