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 | $189,158 | $179,726+5.2% | $156,263+21.1% | $142,382+32.9% |
| Participation rate | 81.8% | 82.1%-0.3pp | 78.9%+2.9pp | 80.1%+1.7pp |
| Annual return | 13.44% | 77.86%-64.4pp | 59.47%-46.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,454 | $5,069-71.3% | $4,333-66.4% | $4,299-66.2% |
| Participant deferral / active EE | $2,470 | $6,956-64.5% | $6,158-59.9% | $6,507-62.0% |
| Admin fee / account holder | $2,788 | $17,272-83.9% | $14,255-80.4% | $12,624-77.9% |