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 | $186,666 | $232,540-19.7% | $185,117+0.8% | $147,584+26.5% |
| Participation rate | 84.6% | 82.4%+2.3pp | 77.3%+7.4pp | 82.8%+1.8pp |
| Annual return | 17.14% | 43.03%-25.9pp | 40.50%-23.4pp | 578.55%-561.4pp |
| Employer contribution / active EE | $4,248 | $5,195-18.2% | $4,182+1.6% | $4,876-12.9% |
| Participant deferral / active EE | $6,653 | $5,834+14.1% | $5,045+31.9% | $5,439+22.3% |
| Admin fee / account holder | $2,526 | $10,275-75.4% | $8,159-69.0% | $10,885-76.8% |