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 | $174,251 | $159,602+9.2% | $150,045+16.1% | $142,382+22.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 14.64% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,376 | $4,961-52.1% | $4,693-49.4% | $4,299-44.7% |
| Participant deferral / active EE | $8,713 | $8,310+4.8% | $7,997+8.9% | $6,507+33.9% |
| Admin fee / account holder | $4,295 | $14,846-71.1% | $13,435-68.0% | $12,624-66.0% |