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 | $171,677 | $159,602+7.6% | $150,045+14.4% | $142,382+20.6% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 20.21% | 70.24%-50.0pp | 62.55%-42.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $11,339 | $4,961+128.6% | $4,693+141.6% | $4,299+163.8% |
| Participant deferral / active EE | $9,310 | $8,310+12.0% | $7,997+16.4% | $6,507+43.1% |
| Admin fee / account holder | $1,751 | $14,846-88.2% | $13,435-87.0% | $12,624-86.1% |