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 | $168,843 | $159,602+5.8% | $150,045+12.5% | $142,382+18.6% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 15.27% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $7,225 | $4,961+45.7% | $4,693+54.0% | $4,299+68.1% |
| Participant deferral / active EE | $8,741 | $8,310+5.2% | $7,997+9.3% | $6,507+34.3% |
| Admin fee / account holder | $1,606 | $14,846-89.2% | $13,435-88.0% | $12,624-87.3% |