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 | $183,108 | $178,174+2.8% | $156,181+17.2% | $137,256+33.4% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.8%+16.4pp | 80.0%+15.3pp |
| Annual return | 13.31% | 84.19%-70.9pp | 64.87%-51.6pp | 220.34%-207.0pp |
| Employer contribution / active EE | $4,044 | $4,972-18.7% | $4,294-5.8% | $4,156-2.7% |
| Participant deferral / active EE | $10,838 | $6,888+57.4% | $6,132+76.7% | $6,407+69.2% |
| Admin fee / account holder | $9,268 | $17,404-46.7% | $14,586-36.5% | $12,270-24.5% |