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 | $153,394 | $148,534+3.3% | $135,903+12.9% | $139,434+10.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 17.36% | 79.19%-61.8pp | 68.23%-50.9pp | 372.94%-355.6pp |
| Employer contribution / active EE | $9,625 | $5,243+83.6% | $4,856+98.2% | $4,751+102.6% |
| Participant deferral / active EE | $9,796 | $8,100+20.9% | $7,758+26.3% | $6,710+46.0% |
| Admin fee / account holder | $1,328 | $12,400-89.3% | $10,762-87.7% | $11,403-88.4% |