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 | $153,631 | $154,117-0.3% | $129,995+18.2% | $139,434+10.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 17.54% | 32.48%-14.9pp | -137.18%+154.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,479 | $5,289-53.1% | $4,320-42.6% | $4,751-47.8% |
| Participant deferral / active EE | $7,813 | $6,710+16.4% | $5,820+34.2% | $6,710+16.4% |
| Admin fee / account holder | $7,716 | $14,007-44.9% | $10,614-27.3% | $11,403-32.3% |