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 | $171,196 | $177,572-3.6% | $154,803+10.6% | $142,382+20.2% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 14.10% | 65.07%-51.0pp | 58.88%-44.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,826 | $4,810-62.0% | $4,305-57.6% | $4,299-57.5% |
| Participant deferral / active EE | $9,471 | $6,272+51.0% | $5,540+70.9% | $6,507+45.5% |
| Admin fee / account holder | $19,674 | $16,786+17.2% | $14,329+37.3% | $12,624+55.9% |