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 | $160,830 | $159,602+0.8% | $150,045+7.2% | $142,382+13.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.35% | 70.24%-56.9pp | 62.55%-49.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $6,868 | $4,961+38.5% | $4,693+46.3% | $4,299+59.8% |
| Participant deferral / active EE | $7,645 | $8,310-8.0% | $7,997-4.4% | $6,507+17.5% |
| Admin fee / account holder | $4,436 | $14,846-70.1% | $13,435-67.0% | $12,624-64.9% |