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 | $169,039 | $148,534+13.8% | $135,903+24.4% | $139,434+21.2% |
| Participation rate | 82.6% | 83.9%-1.2pp | 81.9%+0.7pp | 80.3%+2.3pp |
| Annual return | 18.68% | 79.19%-60.5pp | 68.23%-49.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $3,048 | $5,243-41.9% | $4,856-37.2% | $4,751-35.8% |
| Participant deferral / active EE | $8,878 | $8,100+9.6% | $7,758+14.4% | $6,710+32.3% |
| Admin fee / account holder | $832 | $12,400-93.3% | $10,762-92.3% | $11,403-92.7% |