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 | $171,195 | $159,602+7.3% | $150,045+14.1% | $142,382+20.2% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.3%+2.7pp | 80.1%+4.9pp |
| Annual return | 15.04% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $6,999 | $4,961+41.1% | $4,693+49.1% | $4,299+62.8% |
| Participant deferral / active EE | $15,759 | $8,310+89.6% | $7,997+97.1% | $6,507+142.2% |
| Admin fee / account holder | $16,994 | $14,846+14.5% | $13,435+26.5% | $12,624+34.6% |