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 | $151,271 | $111,754+35.4% | $103,333+46.4% | $145,922+3.7% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 17.18% | 24.77%-7.6pp | 24.88%-7.7pp | 561.29%-544.1pp |
| Employer contribution / active EE | $4,871 | $4,212+15.6% | $3,868+25.9% | $4,660+4.5% |
| Participant deferral / active EE | $7,826 | $5,619+39.3% | $5,057+54.7% | $6,688+17.0% |
| Admin fee / account holder | $9,520 | $9,750-2.4% | $8,355+13.9% | $13,397-28.9% |