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 | $191,845 | $175,202+9.5% | $149,673+28.2% | $139,434+37.6% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 13.73% | 166.71%-153.0pp | 134.42%-120.7pp | 372.94%-359.2pp |
| Employer contribution / active EE | $5,366 | $5,474-2.0% | $4,818+11.4% | $4,751+13.0% |
| Participant deferral / active EE | $6,398 | $6,519-1.8% | $5,680+12.6% | $6,710-4.6% |
| Admin fee / account holder | $1,899 | $16,150-88.2% | $13,210-85.6% | $11,403-83.3% |