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 | $175,569 | $154,228+13.8% | $145,433+20.7% | $137,256+27.9% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 21.22% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $6,326 | $4,804+31.7% | $4,554+38.9% | $4,156+52.2% |
| Participant deferral / active EE | $10,709 | $8,216+30.3% | $7,897+35.6% | $6,407+67.2% |
| Admin fee / account holder | $37,974 | $14,344+164.7% | $13,129+189.2% | $12,270+209.5% |