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 | $168,314 | $148,534+13.3% | $135,903+23.8% | $139,434+20.7% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 13.39% | 79.19%-65.8pp | 68.23%-54.8pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,259 | $5,243-56.9% | $4,856-53.5% | $4,751-52.4% |
| Participant deferral / active EE | $8,785 | $8,100+8.5% | $7,758+13.2% | $6,710+30.9% |
| Admin fee / account holder | $4,549 | $12,400-63.3% | $10,762-57.7% | $11,403-60.1% |