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 | $177,455 | $124,319+42.7% | $111,297+59.4% | $167,490+5.9% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 18.53% | 37.44%-18.9pp | 54.65%-36.1pp | 478.56%-460.0pp |
| Employer contribution / active EE | $2,841 | $3,435-17.3% | $2,731+4.0% | $4,837-41.3% |
| Participant deferral / active EE | $5,079 | $5,180-2.0% | $4,487+13.2% | $6,341-19.9% |
| Admin fee / account holder | $2,256 | $10,618-78.8% | $7,964-71.7% | $12,309-81.7% |