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 | $186,238 | $177,572+4.9% | $154,803+20.3% | $142,382+30.8% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 18.97% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $8,413 | $4,810+74.9% | $4,305+95.4% | $4,299+95.7% |
| Participant deferral / active EE | $8,079 | $6,272+28.8% | $5,540+45.8% | $6,507+24.2% |
| Admin fee / account holder | $1,925 | $16,786-88.5% | $14,329-86.6% | $12,624-84.7% |