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 | $186,751 | $157,256+18.8% | $141,162+32.3% | $152,861+22.2% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 16.64% | 64.32%-47.7pp | 71.39%-54.7pp | 345.32%-328.7pp |
| Employer contribution / active EE | $5,078 | $5,261-3.5% | $4,735+7.2% | $4,762+6.6% |
| Participant deferral / active EE | $8,230 | $7,109+15.8% | $6,709+22.7% | $5,850+40.7% |
| Admin fee / account holder | $24,554 | $12,120+102.6% | $10,261+139.3% | $11,596+111.7% |