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 | $179,726+1.9% | $156,263+17.2% | $142,382+28.6% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.9%+16.3pp | 80.1%+15.1pp |
| Annual return | 13.31% | 77.86%-64.5pp | 59.47%-46.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $4,044 | $5,069-20.2% | $4,333-6.7% | $4,299-5.9% |
| Participant deferral / active EE | $10,838 | $6,956+55.8% | $6,158+76.0% | $6,507+66.6% |
| Admin fee / account holder | $9,268 | $17,272-46.3% | $14,255-35.0% | $12,624-26.6% |