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 | $163,083 | $159,602+2.2% | $150,045+8.7% | $142,382+14.5% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 13.47% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,844 | $4,961-62.8% | $4,693-60.7% | $4,299-57.1% |
| Participant deferral / active EE | $3,731 | $8,310-55.1% | $7,997-53.4% | $6,507-42.7% |
| Admin fee / account holder | $7,832 | $14,846-47.2% | $13,435-41.7% | $12,624-38.0% |