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 | $160,499 | $177,572-9.6% | $154,803+3.7% | $142,382+12.7% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 16.38% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,214 | $4,810-33.2% | $4,305-25.4% | $4,299-25.2% |
| Participant deferral / active EE | $6,858 | $6,272+9.4% | $5,540+23.8% | $6,507+5.4% |
| Admin fee / account holder | $4,440 | $16,786-73.5% | $14,329-69.0% | $12,624-64.8% |