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 | $169,322 | $159,602+6.1% | $150,045+12.8% | $142,382+18.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 21.45% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $5,834 | $4,961+17.6% | $4,693+24.3% | $4,299+35.7% |
| Participant deferral / active EE | $6,276 | $8,310-24.5% | $7,997-21.5% | $6,507-3.6% |
| Admin fee / account holder | $1,226 | $14,846-91.7% | $13,435-90.9% | $12,624-90.3% |