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 | $185,839 | $159,602+16.4% | $150,045+23.9% | $142,382+30.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 13.79% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,350 | $4,961-52.6% | $4,693-49.9% | $4,299-45.3% |
| Participant deferral / active EE | $6,180 | $8,310-25.6% | $7,997-22.7% | $6,507-5.0% |
| Admin fee / account holder | $13,374 | $14,846-9.9% | $13,435-0.4% | $12,624+5.9% |