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 | $159,645 | $152,587+4.6% | $125,175+27.5% | $152,861+4.4% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 20.14% | 54.84%-34.7pp | 43.79%-23.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,735 | $4,946-64.9% | $3,865-55.1% | $4,762-63.6% |
| Participant deferral / active EE | $2,995 | $5,868-49.0% | $4,937-39.3% | $5,850-48.8% |
| Admin fee / account holder | $4,094 | $13,434-69.5% | $9,702-57.8% | $11,596-64.7% |