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 | $234,136 | $227,553+2.9% | $189,557+23.5% | $167,490+39.8% |
| Participation rate | 84.2% | 82.5%+1.7pp | 78.4%+5.8pp | 82.1%+2.1pp |
| Annual return | 16.17% | 78.40%-62.2pp | 64.17%-48.0pp | 478.56%-462.4pp |
| Employer contribution / active EE | $3,175 | $5,316-40.3% | $4,412-28.0% | $4,837-34.4% |
| Participant deferral / active EE | $11,691 | $7,002+67.0% | $6,174+89.4% | $6,341+84.4% |
| Admin fee / account holder | $4,238 | $11,878-64.3% | $9,807-56.8% | $12,309-65.6% |