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 | $182,952 | $179,726+1.8% | $156,263+17.1% | $142,382+28.5% |
| Participation rate | 73.9% | 82.1%-8.2pp | 78.9%-5.0pp | 80.1%-6.2pp |
| Annual return | 14.05% | 77.86%-63.8pp | 59.47%-45.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,686 | $5,069-27.3% | $4,333-14.9% | $4,299-14.3% |
| Participant deferral / active EE | $8,456 | $6,956+21.6% | $6,158+37.3% | $6,507+29.9% |
| Admin fee / account holder | $67,208 | $17,272+289.1% | $14,255+371.5% | $12,624+432.4% |