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 | $163,355 | $172,111-5.1% | $150,298+8.7% | $137,256+19.0% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 12.98% | 69.37%-56.4pp | 62.79%-49.8pp | 220.34%-207.4pp |
| Employer contribution / active EE | $8,193 | $4,636+76.7% | $4,154+97.2% | $4,156+97.1% |
| Participant deferral / active EE | $5,218 | $6,166-15.4% | $5,453-4.3% | $6,407-18.6% |
| Admin fee / account holder | $40,442 | $16,471+145.5% | $14,116+186.5% | $12,270+229.6% |