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 | $193,698 | $178,174+8.7% | $156,181+24.0% | $137,256+41.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 14.84% | 84.19%-69.4pp | 64.87%-50.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $6,942 | $4,972+39.6% | $4,294+61.7% | $4,156+67.0% |
| Participant deferral / active EE | $13,391 | $6,888+94.4% | $6,132+118.4% | $6,407+109.0% |
| Admin fee / account holder | $61,898 | $17,404+255.7% | $14,586+324.4% | $12,270+404.5% |