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 | $177,954 | $175,202+1.6% | $149,673+18.9% | $139,434+27.6% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 21.17% | 166.71%-145.5pp | 134.42%-113.2pp | 372.94%-351.8pp |
| Employer contribution / active EE | $5,468 | $5,474-0.1% | $4,818+13.5% | $4,751+15.1% |
| Participant deferral / active EE | $6,483 | $6,519-0.5% | $5,680+14.1% | $6,710-3.4% |
| Admin fee / account holder | $3,140 | $16,150-80.6% | $13,210-76.2% | $11,403-72.5% |