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 | $167,302 | $179,726-6.9% | $156,263+7.1% | $142,382+17.5% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 11.57% | 77.86%-66.3pp | 59.47%-47.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,339 | $5,069-53.9% | $4,333-46.0% | $4,299-45.6% |
| Participant deferral / active EE | $12,230 | $6,956+75.8% | $6,158+98.6% | $6,507+87.9% |
| Admin fee / account holder | $3,454 | $17,272-80.0% | $14,255-75.8% | $12,624-72.6% |