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 | $168,423 | $159,602+5.5% | $150,045+12.2% | $142,382+18.3% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 13.22% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,279 | $4,961-74.2% | $4,693-72.8% | $4,299-70.3% |
| Participant deferral / active EE | $4,152 | $8,310-50.0% | $7,997-48.1% | $6,507-36.2% |
| Admin fee / account holder | $7,523 | $14,846-49.3% | $13,435-44.0% | $12,624-40.4% |