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 | $157,032 | $148,534+5.7% | $135,903+15.5% | $139,434+12.6% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 17.07% | 79.19%-62.1pp | 68.23%-51.2pp | 372.94%-355.9pp |
| Employer contribution / active EE | $3,840 | $5,243-26.8% | $4,856-20.9% | $4,751-19.2% |
| Participant deferral / active EE | $5,377 | $8,100-33.6% | $7,758-30.7% | $6,710-19.9% |
| Admin fee / account holder | $4,271 | $12,400-65.6% | $10,762-60.3% | $11,403-62.5% |