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 | $143,699 | $159,602-10.0% | $150,045-4.2% | $142,382+0.9% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.3%+13.1pp | 80.1%+15.3pp |
| Annual return | 18.39% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $19,641 | $4,961+295.9% | $4,693+318.5% | $4,299+356.9% |
| Participant deferral / active EE | $11,201 | $8,310+34.8% | $7,997+40.1% | $6,507+72.1% |
| Admin fee / account holder | $8,141 | $14,846-45.2% | $13,435-39.4% | $12,624-35.5% |