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 | $150,446 | $159,602-5.7% | $150,045+0.3% | $142,382+5.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 18.42% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $10,054 | $4,961+102.7% | $4,693+114.2% | $4,299+133.9% |
| Participant deferral / active EE | $11,473 | $8,310+38.1% | $7,997+43.5% | $6,507+76.3% |
| Admin fee / account holder | $17,486 | $14,846+17.8% | $13,435+30.2% | $12,624+38.5% |