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 9-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 | $164,345 | $177,572-7.4% | $154,803+6.2% | $142,382+15.4% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 17.02% | 65.07%-48.0pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $4,171 | $4,810-13.3% | $4,305-3.1% | $4,299-3.0% |
| Participant deferral / active EE | $11,249 | $6,272+79.4% | $5,540+103.0% | $6,507+72.9% |
| Admin fee / account holder | $1,547 | $16,786-90.8% | $14,329-89.2% | $12,624-87.7% |