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 | $156,850 | $125,758+24.7% | $169,993-7.7% | $75,163+108.7% |
| Participation rate | 97.1% | 83.6%+13.5pp | 87.0%+10.1pp | 67.2%+29.9pp |
| Annual return | 20.10% | 27.20%-7.1pp | 53.37%-33.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $3,106 | $4,615-32.7% | $6,785-54.2% | $2,670+16.3% |
| Participant deferral / active EE | $4,583 | $6,837-33.0% | $10,408-56.0% | $4,125+11.1% |
| Admin fee / account holder | $10,407 | $8,173+27.3% | $12,815-18.8% | $5,651+84.2% |