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 5-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 | $176,089 | $177,572-0.8% | $154,803+13.8% | $142,382+23.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 13.84% | 65.07%-51.2pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,310 | $4,810-52.0% | $4,305-46.4% | $4,299-46.3% |
| Participant deferral / active EE | $11,878 | $6,272+89.4% | $5,540+114.4% | $6,507+82.5% |
| Admin fee / account holder | $3,070 | $16,786-81.7% | $14,329-78.6% | $12,624-75.7% |