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 | $154,098 | $162,781-5.3% | $133,956+15.0% | $158,922-3.0% |
| Participation rate | 86.4% | 83.2%+3.1pp | 79.8%+6.5pp | 82.0%+4.4pp |
| Annual return | 12.80% | 41.94%-29.1pp | 45.09%-32.3pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,273 | $4,975-54.3% | $3,919-42.0% | $4,761-52.3% |
| Participant deferral / active EE | $4,712 | $5,911-20.3% | $5,048-6.7% | $5,982-21.2% |
| Admin fee / account holder | $8,466 | $11,736-27.9% | $8,927-5.2% | $11,246-24.7% |