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 | $163,868 | $148,534+10.3% | $135,903+20.6% | $139,434+17.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 12.94% | 79.19%-66.3pp | 68.23%-55.3pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,043 | $5,243-80.1% | $4,856-78.5% | $4,751-78.0% |
| Participant deferral / active EE | $8,629 | $8,100+6.5% | $7,758+11.2% | $6,710+28.6% |
| Admin fee / account holder | $3,091 | $12,400-75.1% | $10,762-71.3% | $11,403-72.9% |