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 | $208,558 | $209,336-0.4% | $197,124+5.8% | $137,256+51.9% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 16.11% | 48.09%-32.0pp | 44.34%-28.2pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,083 | $6,591-53.2% | $6,227-50.5% | $4,156-25.8% |
| Participant deferral / active EE | $8,390 | $9,614-12.7% | $9,135-8.2% | $6,407+30.9% |
| Admin fee / account holder | $12,337 | $17,308-28.7% | $16,298-24.3% | $12,270+0.5% |