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 | $158,445 | $157,256+0.8% | $141,162+12.2% | $152,861+3.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 24.61% | 64.32%-39.7pp | 71.39%-46.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,345 | $5,261-74.4% | $4,735-71.6% | $4,762-71.8% |
| Participant deferral / active EE | $2,898 | $7,109-59.2% | $6,709-56.8% | $5,850-50.5% |
| Admin fee / account holder | $1,510 | $12,120-87.5% | $10,261-85.3% | $11,596-87.0% |