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 | $153,154 | $154,117-0.6% | $129,995+17.8% | $139,434+9.8% |
| Participation rate | 92.3% | 82.0%+10.4pp | 78.5%+13.8pp | 80.3%+12.0pp |
| Annual return | 12.65% | 32.48%-19.8pp | -137.18%+149.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,247 | $5,289-57.5% | $4,320-48.0% | $4,751-52.7% |
| Participant deferral / active EE | $6,849 | $6,710+2.1% | $5,820+17.7% | $6,710+2.1% |
| Admin fee / account holder | $9,630 | $14,007-31.2% | $10,614-9.3% | $11,403-15.5% |