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 | $157,858 | $154,228+2.4% | $145,433+8.5% | $137,256+15.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.77% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,066 | $4,804-77.8% | $4,554-76.6% | $4,156-74.3% |
| Participant deferral / active EE | $16,460 | $8,216+100.3% | $7,897+108.4% | $6,407+156.9% |
| Admin fee / account holder | $3,418 | $14,344-76.2% | $13,129-74.0% | $12,270-72.1% |