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 | $158,598 | $157,256+0.9% | $141,162+12.4% | $152,861+3.8% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.4%+5.8pp |
| Annual return | 22.12% | 64.32%-42.2pp | 71.39%-49.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $3,162 | $5,261-39.9% | $4,735-33.2% | $4,762-33.6% |
| Participant deferral / active EE | $4,748 | $7,109-33.2% | $6,709-29.2% | $5,850-18.8% |
| Admin fee / account holder | $2,578 | $12,120-78.7% | $10,261-74.9% | $11,596-77.8% |