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 | $193,399 | $157,256+23.0% | $141,162+37.0% | $152,861+26.5% |
| Participation rate | 89.5% | 84.8%+4.7pp | 82.5%+7.0pp | 82.4%+7.0pp |
| Annual return | 19.85% | 64.32%-44.5pp | 71.39%-51.5pp | 345.32%-325.5pp |
| Employer contribution / active EE | $5,240 | $5,261-0.4% | $4,735+10.7% | $4,762+10.0% |
| Participant deferral / active EE | $9,405 | $7,109+32.3% | $6,709+40.2% | $5,850+60.8% |
| Admin fee / account holder | $4,453 | $12,120-63.3% | $10,261-56.6% | $11,596-61.6% |