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 | $167,375 | $110,257+51.8% | $96,544+73.4% | $139,434+20.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 20.63% | 26.32%-5.7pp | 25.84%-5.2pp | 372.94%-352.3pp |
| Employer contribution / active EE | $1,793 | $3,620-50.5% | $2,965-39.5% | $4,751-62.3% |
| Participant deferral / active EE | $3,934 | $5,548-29.1% | $4,851-18.9% | $6,710-41.4% |
| Admin fee / account holder | $15,204 | $11,591+31.2% | $8,252+84.2% | $11,403+33.3% |