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 | $162,704 | $154,228+5.5% | $145,433+11.9% | $137,256+18.5% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 16.99% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,539 | $4,804-47.1% | $4,554-44.2% | $4,156-38.9% |
| Participant deferral / active EE | $7,904 | $8,216-3.8% | $7,897+0.1% | $6,407+23.4% |
| Admin fee / account holder | $868 | $14,344-93.9% | $13,129-93.4% | $12,270-92.9% |