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 | $176,372 | $172,111+2.5% | $150,298+17.3% | $137,256+28.5% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 16.73% | 69.37%-52.6pp | 62.79%-46.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,548 | $4,636-66.6% | $4,154-62.7% | $4,156-62.8% |
| Participant deferral / active EE | $5,908 | $6,166-4.2% | $5,453+8.3% | $6,407-7.8% |
| Admin fee / account holder | $4,921 | $16,471-70.1% | $14,116-65.1% | $12,270-59.9% |