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 | $222,888 | $177,572+25.5% | $154,803+44.0% | $142,382+56.5% |
| Participation rate | 78.9% | 82.1%-3.1pp | 78.1%+0.9pp | 80.1%-1.2pp |
| Annual return | 11.59% | 65.07%-53.5pp | 58.88%-47.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,768 | $4,810-63.2% | $4,305-58.9% | $4,299-58.9% |
| Participant deferral / active EE | $4,067 | $6,272-35.2% | $5,540-26.6% | $6,507-37.5% |
| Admin fee / account holder | $15,152 | $16,786-9.7% | $14,329+5.7% | $12,624+20.0% |