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 | $172,268 | $209,411-17.7% | $178,490-3.5% | $158,922+8.4% |
| Participation rate | 92.9% | 86.3%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 18.89% | 188.75%-169.9pp | 151.07%-132.2pp | 302.83%-283.9pp |
| Employer contribution / active EE | $6,089 | $5,706+6.7% | $5,011+21.5% | $4,761+27.9% |
| Participant deferral / active EE | $8,300 | $5,954+39.4% | $5,202+59.6% | $5,982+38.7% |
| Admin fee / account holder | $17,915 | $17,074+4.9% | $13,984+28.1% | $11,246+59.3% |