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 8-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 | $163,579 | $157,256+4.0% | $141,162+15.9% | $152,861+7.0% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 24.13% | 64.32%-40.2pp | 71.39%-47.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $6,151 | $5,261+16.9% | $4,735+29.9% | $4,762+29.2% |
| Participant deferral / active EE | $10,697 | $7,109+50.5% | $6,709+59.4% | $5,850+82.8% |
| Admin fee / account holder | $1,063 | $12,120-91.2% | $10,261-89.6% | $11,596-90.8% |