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 | $162,514 | $165,984-2.1% | $164,813-1.4% | $145,922+11.4% |
| Participation rate | 76.5% | 82.0%-5.5pp | 78.6%-2.1pp | 80.3%-3.8pp |
| Annual return | 19.53% | 100.03%-80.5pp | 69.93%-50.4pp | 561.29%-541.8pp |
| Employer contribution / active EE | $1,436 | $5,273-72.8% | $4,341-66.9% | $4,660-69.2% |
| Participant deferral / active EE | $5,194 | $6,959-25.4% | $6,031-13.9% | $6,688-22.3% |
| Admin fee / account holder | $4,279 | $16,648-74.3% | $12,690-66.3% | $13,397-68.1% |