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 | $146,330 | $159,602-8.3% | $150,045-2.5% | $142,382+2.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 13.81% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,772 | $4,961-64.3% | $4,693-62.2% | $4,299-58.8% |
| Participant deferral / active EE | $8,417 | $8,310+1.3% | $7,997+5.3% | $6,507+29.3% |
| Admin fee / account holder | $6,880 | $14,846-53.7% | $13,435-48.8% | $12,624-45.5% |