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 | $159,819 | $159,602+0.1% | $150,045+6.5% | $142,382+12.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 13.60% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,393 | $4,961-31.6% | $4,693-27.7% | $4,299-21.1% |
| Participant deferral / active EE | $6,922 | $8,310-16.7% | $7,997-13.4% | $6,507+6.4% |
| Admin fee / account holder | $33,587 | $14,846+126.2% | $13,435+150.0% | $12,624+166.1% |