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 | $163,399 | $157,256+3.9% | $141,162+15.8% | $152,861+6.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 16.91% | 64.32%-47.4pp | 71.39%-54.5pp | 345.32%-328.4pp |
| Employer contribution / active EE | $2,095 | $5,261-60.2% | $4,735-55.8% | $4,762-56.0% |
| Participant deferral / active EE | $7,748 | $7,109+9.0% | $6,709+15.5% | $5,850+32.4% |
| Admin fee / account holder | $3,740 | $12,120-69.1% | $10,261-63.5% | $11,596-67.7% |