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 | $122,759 | $105,181+16.7% | $159,436-23.0% | $85,850+43.0% |
| Participation rate | 81.4% | 75.8%+5.7pp | 82.8%-1.4pp | 69.3%+12.1pp |
| Annual return | 12.67% | 45.07%-32.4pp | 263.57%-250.9pp | 318.53%-305.9pp |
| Employer contribution / active EE | $3,452 | $3,318+4.0% | $4,829-28.5% | $2,565+34.6% |
| Participant deferral / active EE | $7,716 | $5,945+29.8% | $7,352+4.9% | $3,952+95.3% |
| Admin fee / account holder | $6,723 | $6,933-3.0% | $10,799-37.7% | $6,260+7.4% |