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 | $172,100 | $177,572-3.1% | $154,803+11.2% | $142,382+20.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 14.19% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $5,783 | $4,810+20.2% | $4,305+34.3% | $4,299+34.5% |
| Participant deferral / active EE | $6,494 | $6,272+3.6% | $5,540+17.2% | $6,507-0.2% |
| Admin fee / account holder | $14,465 | $16,786-13.8% | $14,329+0.9% | $12,624+14.6% |