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 | $171,037 | $154,228+10.9% | $145,433+17.6% | $137,256+24.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.94% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,804 | $4,804-20.8% | $4,554-16.5% | $4,156-8.5% |
| Participant deferral / active EE | $9,608 | $8,216+16.9% | $7,897+21.7% | $6,407+50.0% |
| Admin fee / account holder | $16,564 | $14,344+15.5% | $13,129+26.2% | $12,270+35.0% |