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 | $169,056 | $148,534+13.8% | $135,903+24.4% | $139,434+21.2% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 16.18% | 79.19%-63.0pp | 68.23%-52.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | $3,690 | $5,243-29.6% | $4,856-24.0% | $4,751-22.3% |
| Participant deferral / active EE | $10,097 | $8,100+24.7% | $7,758+30.2% | $6,710+50.5% |
| Admin fee / account holder | $2,485 | $12,400-80.0% | $10,762-76.9% | $11,403-78.2% |