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 | $189,635 | $183,519+3.3% | $155,509+21.9% | $145,922+30.0% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.1pp | 80.3%+1.0pp |
| Annual return | 11.72% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,818 | $5,313-47.0% | $4,672-39.7% | $4,660-39.5% |
| Participant deferral / active EE | $6,579 | $6,462+1.8% | $5,626+16.9% | $6,688-1.6% |
| Admin fee / account holder | $399 | $19,313-97.9% | $15,912-97.5% | $13,397-97.0% |