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 | $174,082 | $157,256+10.7% | $141,162+23.3% | $152,861+13.9% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 20.54% | 64.32%-43.8pp | 71.39%-50.8pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,644 | $5,261-68.7% | $4,735-65.3% | $4,762-65.5% |
| Participant deferral / active EE | $2,615 | $7,109-63.2% | $6,709-61.0% | $5,850-55.3% |
| Admin fee / account holder | $2,914 | $12,120-76.0% | $10,261-71.6% | $11,596-74.9% |