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 | $173,727 | $171,865+1.1% | $149,718+16.0% | $147,584+17.7% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 17.73% | 2113.22%-2095.5pp | 1501.63%-1483.9pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,811 | $6,275-71.1% | $5,445-66.7% | $4,876-62.9% |
| Participant deferral / active EE | $6,797 | $7,271-6.5% | $6,569+3.5% | $5,439+25.0% |
| Admin fee / account holder | $8,376 | $13,799-39.3% | $11,283-25.8% | $10,885-23.0% |