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 | $182,713 | $177,572+2.9% | $154,803+18.0% | $142,382+28.3% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 16.44% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,509 | $4,810-47.8% | $4,305-41.7% | $4,299-41.6% |
| Participant deferral / active EE | $4,687 | $6,272-25.3% | $5,540-15.4% | $6,507-28.0% |
| Admin fee / account holder | $1,957 | $16,786-88.3% | $14,329-86.3% | $12,624-84.5% |