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 | $167,286 | $159,602+4.8% | $150,045+11.5% | $142,382+17.5% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.3%+13.3pp | 80.1%+15.5pp |
| Annual return | 14.16% | 70.24%-56.1pp | 62.55%-48.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,318 | $4,961-33.1% | $4,693-29.3% | $4,299-22.8% |
| Participant deferral / active EE | $6,983 | $8,310-16.0% | $7,997-12.7% | $6,507+7.3% |
| Admin fee / account holder | $2,625 | $14,846-82.3% | $13,435-80.5% | $12,624-79.2% |