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 | $200,094 | $209,336-4.4% | $197,124+1.5% | $137,256+45.8% |
| Participation rate | 95.5% | 87.3%+8.2pp | 86.7%+8.7pp | 80.0%+15.5pp |
| Annual return | 16.05% | 48.09%-32.0pp | 44.34%-28.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $4,594 | $6,591-30.3% | $6,227-26.2% | $4,156+10.5% |
| Participant deferral / active EE | $7,526 | $9,614-21.7% | $9,135-17.6% | $6,407+17.5% |
| Admin fee / account holder | $2,285 | $17,308-86.8% | $16,298-86.0% | $12,270-81.4% |