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 | $184,184 | $177,572+3.7% | $154,803+19.0% | $142,382+29.4% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 20.30% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $4,023 | $4,810-16.4% | $4,305-6.6% | $4,299-6.4% |
| Participant deferral / active EE | $5,166 | $6,272-17.6% | $5,540-6.8% | $6,507-20.6% |
| Admin fee / account holder | $9,514 | $16,786-43.3% | $14,329-33.6% | $12,624-24.6% |