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 | $142,779 | $124,281+14.9% | $109,143+30.8% | $167,490-14.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 11.07% | 26.04%-15.0pp | 25.75%-14.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,774 | $4,207-57.8% | $3,722-52.3% | $4,837-63.3% |
| Participant deferral / active EE | $2,371 | $5,255-54.9% | $4,653-49.0% | $6,341-62.6% |
| Admin fee / account holder | $6,242 | $7,970-21.7% | $6,752-7.6% | $12,309-49.3% |