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 | $174,502 | $154,117+13.2% | $129,995+34.2% | $139,434+25.2% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.5%+16.5pp | 80.3%+14.7pp |
| Annual return | 19.38% | 32.48%-13.1pp | -137.18%+156.6pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,967 | $5,289-43.9% | $4,320-31.3% | $4,751-37.6% |
| Participant deferral / active EE | $7,732 | $6,710+15.2% | $5,820+32.9% | $6,710+15.2% |
| Admin fee / account holder | $3,398 | $14,007-75.7% | $10,614-68.0% | $11,403-70.2% |