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 | $207,714 | $176,812+17.5% | $146,665+41.6% | $167,490+24.0% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 13.63% | 24.03%-10.4pp | 22.74%-9.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,631 | $5,160-68.4% | $4,136-60.6% | $4,837-66.3% |
| Participant deferral / active EE | $3,733 | $6,440-42.0% | $5,506-32.2% | $6,341-41.1% |
| Admin fee / account holder | $2,397 | $13,259-81.9% | $10,280-76.7% | $12,309-80.5% |