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 | $156,457 | $148,534+5.3% | $135,903+15.1% | $139,434+12.2% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 12.95% | 79.19%-66.2pp | 68.23%-55.3pp | 372.94%-360.0pp |
| Employer contribution / active EE | $2,682 | $5,243-48.8% | $4,856-44.8% | $4,751-43.5% |
| Participant deferral / active EE | $7,820 | $8,100-3.5% | $7,758+0.8% | $6,710+16.5% |
| Admin fee / account holder | $1,509 | $12,400-87.8% | $10,762-86.0% | $11,403-86.8% |