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 | $154,532 | $159,602-3.2% | $150,045+3.0% | $142,382+8.5% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.3%+13.1pp | 80.1%+15.3pp |
| Annual return | 14.35% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $7,377 | $4,961+48.7% | $4,693+57.2% | $4,299+71.6% |
| Participant deferral / active EE | $6,888 | $8,310-17.1% | $7,997-13.9% | $6,507+5.9% |
| Admin fee / account holder | $23,348 | $14,846+57.3% | $13,435+73.8% | $12,624+85.0% |