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 | $168,647 | $177,572-5.0% | $154,803+8.9% | $142,382+18.4% |
| Participation rate | 82.6% | 82.1%+0.6pp | 78.1%+4.5pp | 80.1%+2.5pp |
| Annual return | 12.95% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,135 | $4,810-34.8% | $4,305-27.2% | $4,299-27.1% |
| Participant deferral / active EE | $7,342 | $6,272+17.1% | $5,540+32.5% | $6,507+12.8% |
| Admin fee / account holder | $36,508 | $16,786+117.5% | $14,329+154.8% | $12,624+189.2% |