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 | $177,039 | $127,065+39.3% | $113,168+56.4% | $142,382+24.3% |
| Participation rate | 95.7% | 79.2%+16.4pp | 76.6%+19.1pp | 80.1%+15.5pp |
| Annual return | 14.36% | 24.03%-9.7pp | 24.27%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,698 | $3,442-21.6% | $2,975-9.3% | $4,299-37.2% |
| Participant deferral / active EE | $5,844 | $5,716+2.2% | $5,107+14.4% | $6,507-10.2% |
| Admin fee / account holder | $18,684 | $15,736+18.7% | $12,068+54.8% | $12,624+48.0% |