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 | $161,149 | $114,381+40.9% | $107,525+49.9% | $142,382+13.2% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 22.24% | 242.71%-220.5pp | 181.32%-159.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $4,057 | $4,015+1.1% | $3,754+8.1% | $4,299-5.6% |
| Participant deferral / active EE | $6,157 | $5,564+10.7% | $5,116+20.4% | $6,507-5.4% |
| Admin fee / account holder | $6,974 | $9,860-29.3% | $8,919-21.8% | $12,624-44.8% |