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 | $163,584 | $154,117+6.1% | $129,995+25.8% | $139,434+17.3% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.5%-0.7pp | 80.3%-2.5pp |
| Annual return | 17.09% | 32.48%-15.4pp | -137.18%+154.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,402 | $5,289-54.6% | $4,320-44.4% | $4,751-49.4% |
| Participant deferral / active EE | $9,882 | $6,710+47.3% | $5,820+69.8% | $6,710+47.3% |
| Admin fee / account holder | $1,198 | $14,007-91.4% | $10,614-88.7% | $11,403-89.5% |