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 | $188,679 | $179,726+5.0% | $156,263+20.7% | $142,382+32.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 16.47% | 77.86%-61.4pp | 59.47%-43.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,432 | $5,069-52.0% | $4,333-43.9% | $4,299-43.4% |
| Participant deferral / active EE | $7,268 | $6,956+4.5% | $6,158+18.0% | $6,507+11.7% |
| Admin fee / account holder | $6,166 | $17,272-64.3% | $14,255-56.7% | $12,624-51.2% |