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 | $150,960 | $159,602-5.4% | $150,045+0.6% | $142,382+6.0% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 20.21% | 70.24%-50.0pp | 62.55%-42.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,668 | $4,961-46.2% | $4,693-43.1% | $4,299-37.9% |
| Participant deferral / active EE | $9,026 | $8,310+8.6% | $7,997+12.9% | $6,507+38.7% |
| Admin fee / account holder | $1,782 | $14,846-88.0% | $13,435-86.7% | $12,624-85.9% |