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 | $188,799 | $157,256+20.1% | $141,162+33.7% | $152,861+23.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 22.31% | 64.32%-42.0pp | 71.39%-49.1pp | 345.32%-323.0pp |
| Employer contribution / active EE | $4,865 | $5,261-7.5% | $4,735+2.7% | $4,762+2.2% |
| Participant deferral / active EE | $7,177 | $7,109+1.0% | $6,709+7.0% | $5,850+22.7% |
| Admin fee / account holder | $5,548 | $12,120-54.2% | $10,261-45.9% | $11,596-52.2% |