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 | $173,201 | $159,602+8.5% | $150,045+15.4% | $142,382+21.6% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 16.81% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $4,577 | $4,961-7.7% | $4,693-2.5% | $4,299+6.5% |
| Participant deferral / active EE | $9,082 | $8,310+9.3% | $7,997+13.6% | $6,507+39.6% |
| Admin fee / account holder | $3,730 | $14,846-74.9% | $13,435-72.2% | $12,624-70.5% |