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 | $169,723 | $185,822-8.7% | $169,993-0.2% | $139,434+21.7% |
| Participation rate | 78.6% | 87.8%-9.2pp | 87.0%-8.4pp | 80.3%-1.7pp |
| Annual return | 13.79% | 60.50%-46.7pp | 53.37%-39.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $3,431 | $7,590-54.8% | $6,785-49.4% | $4,751-27.8% |
| Participant deferral / active EE | $8,051 | $11,622-30.7% | $10,408-22.6% | $6,710+20.0% |
| Admin fee / account holder | $88,971 | $15,381+478.5% | $12,815+594.3% | $11,403+680.3% |