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 | $168,244 | $228,332-26.3% | $185,823-9.5% | $158,922+5.9% |
| Participation rate | 95.7% | 82.3%+13.4pp | 78.0%+17.6pp | 82.0%+13.7pp |
| Annual return | 17.50% | 40.80%-23.3pp | 35.95%-18.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $5,948 | $4,967+19.8% | $4,087+45.5% | $4,761+24.9% |
| Participant deferral / active EE | $8,995 | $6,415+40.2% | $5,632+59.7% | $5,982+50.4% |
| Admin fee / account holder | $1,082 | $11,864-90.9% | $9,500-88.6% | $11,246-90.4% |