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 | $214,074 | $157,256+36.1% | $141,162+51.7% | $152,861+40.0% |
| Participation rate | 87.0% | 84.8%+2.1pp | 82.5%+4.5pp | 82.4%+4.5pp |
| Annual return | 27.05% | 64.32%-37.3pp | 71.39%-44.3pp | 345.32%-318.3pp |
| Employer contribution / active EE | $3,669 | $5,261-30.3% | $4,735-22.5% | $4,762-23.0% |
| Participant deferral / active EE | $9,545 | $7,109+34.3% | $6,709+42.3% | $5,850+63.2% |
| Admin fee / account holder | $20,746 | $12,120+71.2% | $10,261+102.2% | $11,596+78.9% |