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 | $174,917 | $108,919+60.6% | $100,391+74.2% | $145,922+19.9% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 17.50% | 57.88%-40.4pp | 49.20%-31.7pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,728 | $4,419-60.9% | $3,942-56.2% | $4,660-62.9% |
| Participant deferral / active EE | $9,213 | $8,445+9.1% | $8,082+14.0% | $6,688+37.8% |
| Admin fee / account holder | $1,608 | $9,689-83.4% | $7,899-79.6% | $13,397-88.0% |