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 | $158,826 | $171,164-7.2% | $127,761+24.3% | $152,861+3.9% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.0%+9.9pp | 82.4%+6.4pp |
| Annual return | 26.84% | 23.54%+3.3pp | 26.14%+0.7pp | 345.32%-318.5pp |
| Employer contribution / active EE | $1,817 | $5,447-66.6% | $4,574-60.3% | $4,762-61.8% |
| Participant deferral / active EE | $4,108 | $7,038-41.6% | $6,021-31.8% | $5,850-29.8% |
| Admin fee / account holder | $2,357 | $14,530-83.8% | $9,395-74.9% | $11,596-79.7% |