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 | $165,825 | $159,602+3.9% | $150,045+10.5% | $142,382+16.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.85% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,023 | $4,961-39.1% | $4,693-35.6% | $4,299-29.7% |
| Participant deferral / active EE | $7,594 | $8,310-8.6% | $7,997-5.0% | $6,507+16.7% |
| Admin fee / account holder | $1,524 | $14,846-89.7% | $13,435-88.7% | $12,624-87.9% |