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 | $197,319 | $154,117+28.0% | $129,995+51.8% | $139,434+41.5% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 16.88% | 32.48%-15.6pp | -137.18%+154.1pp | 372.94%-356.1pp |
| Employer contribution / active EE | $4,171 | $5,289-21.1% | $4,320-3.4% | $4,751-12.2% |
| Participant deferral / active EE | $6,103 | $6,710-9.0% | $5,820+4.9% | $6,710-9.1% |
| Admin fee / account holder | $16,213 | $14,007+15.8% | $10,614+52.7% | $11,403+42.2% |