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 | $179,160 | $176,056+1.8% | $159,436+12.4% | $167,490+7.0% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 13.89% | 331.75%-317.9pp | 263.57%-249.7pp | 478.56%-464.7pp |
| Employer contribution / active EE | $2,505 | $5,297-52.7% | $4,829-48.1% | $4,837-48.2% |
| Participant deferral / active EE | $5,604 | $7,750-27.7% | $7,352-23.8% | $6,341-11.6% |
| Admin fee / account holder | $4,412 | $12,554-64.9% | $10,799-59.1% | $12,309-64.2% |