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 | $153,746 | $154,117-0.2% | $129,995+18.3% | $139,434+10.3% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 15.95% | 32.48%-16.5pp | -137.18%+153.1pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,337 | $5,289-55.8% | $4,320-45.9% | $4,751-50.8% |
| Participant deferral / active EE | $8,327 | $6,710+24.1% | $5,820+43.1% | $6,710+24.1% |
| Admin fee / account holder | $25,446 | $14,007+81.7% | $10,614+139.7% | $11,403+123.2% |