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 | $187,638 | $177,572+5.7% | $154,803+21.2% | $142,382+31.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.23% | 65.07%-51.8pp | 58.88%-45.7pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,916 | $4,810-39.4% | $4,305-32.3% | $4,299-32.2% |
| Participant deferral / active EE | $4,856 | $6,272-22.6% | $5,540-12.4% | $6,507-25.4% |
| Admin fee / account holder | $1,458 | $16,786-91.3% | $14,329-89.8% | $12,624-88.5% |