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 | $178,056 | $159,602+11.6% | $150,045+18.7% | $142,382+25.1% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 15.20% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,439 | $4,961-10.5% | $4,693-5.4% | $4,299+3.3% |
| Participant deferral / active EE | $14,241 | $8,310+71.4% | $7,997+78.1% | $6,507+118.8% |
| Admin fee / account holder | $24,353 | $14,846+64.0% | $13,435+81.3% | $12,624+92.9% |