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 | $172,433 | $172,111+0.2% | $150,298+14.7% | $137,256+25.6% |
| Participation rate | 86.4% | 81.7%+4.6pp | 77.8%+8.6pp | 80.0%+6.4pp |
| Annual return | 12.86% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,420 | $4,636-47.8% | $4,154-41.7% | $4,156-41.8% |
| Participant deferral / active EE | $3,977 | $6,166-35.5% | $5,453-27.1% | $6,407-37.9% |
| Admin fee / account holder | $24,845 | $16,471+50.8% | $14,116+76.0% | $12,270+102.5% |