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 | $169,947 | $165,335+2.8% | $149,696+13.5% | $158,922+6.9% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 16.57% | 348.15%-331.6pp | 276.60%-260.0pp | 302.83%-286.3pp |
| Employer contribution / active EE | $4,667 | $5,103-8.5% | $4,644+0.5% | $4,761-2.0% |
| Participant deferral / active EE | $8,469 | $7,181+17.9% | $6,842+23.8% | $5,982+41.6% |
| Admin fee / account holder | $15,746 | $10,807+45.7% | $9,309+69.2% | $11,246+40.0% |