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 | $164,376 | $133,922+22.7% | $116,228+41.4% | $142,382+15.4% |
| Participation rate | 88.2% | 77.9%+10.4pp | 74.6%+13.7pp | 80.1%+8.1pp |
| Annual return | 16.03% | 147.76%-131.7pp | 90.06%-74.0pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,234 | $3,446-64.2% | $2,994-58.8% | $4,299-71.3% |
| Participant deferral / active EE | $4,654 | $5,672-17.9% | $4,953-6.0% | $6,507-28.5% |
| Admin fee / account holder | $3,310 | $14,945-77.9% | $11,989-72.4% | $12,624-73.8% |