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 | $165,195 | $159,602+3.5% | $150,045+10.1% | $142,382+16.0% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 12.57% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $4,920 | $4,961-0.8% | $4,693+4.8% | $4,299+14.5% |
| Participant deferral / active EE | $11,857 | $8,310+42.7% | $7,997+48.3% | $6,507+82.2% |
| Admin fee / account holder | $43,588 | $14,846+193.6% | $13,435+224.4% | $12,624+245.3% |