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 | $169,627 | $72,071+135.4% | $68,368+148.1% | $137,256+23.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 18.87% | 353.14%-334.3pp | 292.57%-273.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,636 | $2,788-5.4% | $2,649-0.5% | $4,156-36.6% |
| Participant deferral / active EE | $5,571 | $4,410+26.3% | $4,123+35.1% | $6,407-13.1% |
| Admin fee / account holder | $4,834 | $5,336-9.4% | $5,150-6.1% | $12,270-60.6% |