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 7-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 | $158,874 | $159,602-0.5% | $150,045+5.9% | $142,382+11.6% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 19.58% | 70.24%-50.7pp | 62.55%-43.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $6,266 | $4,961+26.3% | $4,693+33.5% | $4,299+45.7% |
| Participant deferral / active EE | $12,221 | $8,310+47.1% | $7,997+52.8% | $6,507+87.8% |
| Admin fee / account holder | $4,032 | $14,846-72.8% | $13,435-70.0% | $12,624-68.1% |