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 | $180,776 | $162,781+11.1% | $133,956+35.0% | $158,922+13.8% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 25.17% | 41.94%-16.8pp | 45.09%-19.9pp | 302.83%-277.7pp |
| Employer contribution / active EE | $1,843 | $4,975-63.0% | $3,919-53.0% | $4,761-61.3% |
| Participant deferral / active EE | $4,925 | $5,911-16.7% | $5,048-2.4% | $5,982-17.7% |
| Admin fee / account holder | $3,235 | $11,736-72.4% | $8,927-63.8% | $11,246-71.2% |