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 | $167,921 | $148,534+13.1% | $135,903+23.6% | $139,434+20.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 18.49% | 79.19%-60.7pp | 68.23%-49.7pp | 372.94%-354.5pp |
| Employer contribution / active EE | $7,336 | $5,243+39.9% | $4,856+51.1% | $4,751+54.4% |
| Participant deferral / active EE | $10,967 | $8,100+35.4% | $7,758+41.4% | $6,710+63.4% |
| Admin fee / account holder | $4,067 | $12,400-67.2% | $10,762-62.2% | $11,403-64.3% |