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 | $219,841 | $177,572+23.8% | $154,803+42.0% | $142,382+54.4% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 12.95% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $4,144 | $4,810-13.9% | $4,305-3.8% | $4,299-3.6% |
| Participant deferral / active EE | $5,353 | $6,272-14.7% | $5,540-3.4% | $6,507-17.7% |
| Admin fee / account holder | $4,844 | $16,786-71.1% | $14,329-66.2% | $12,624-61.6% |