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 | $175,451 | $159,602+9.9% | $150,045+16.9% | $142,382+23.2% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 13.06% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,259 | $4,961-34.3% | $4,693-30.6% | $4,299-24.2% |
| Participant deferral / active EE | $12,183 | $8,310+46.6% | $7,997+52.3% | $6,507+87.2% |
| Admin fee / account holder | $162,007 | $14,846+991.2% | $13,435+1105.9% | $12,624+1183.4% |