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 | $178,585 | $157,256+13.6% | $141,162+26.5% | $152,861+16.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 20.02% | 64.32%-44.3pp | 71.39%-51.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,886 | $5,261-45.1% | $4,735-39.1% | $4,762-39.4% |
| Participant deferral / active EE | $8,049 | $7,109+13.2% | $6,709+20.0% | $5,850+37.6% |
| Admin fee / account holder | $1,156 | $12,120-90.5% | $10,261-88.7% | $11,596-90.0% |