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 | $198,627 | $177,572+11.9% | $154,803+28.3% | $142,382+39.5% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 14.93% | 65.07%-50.1pp | 58.88%-44.0pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,706 | $4,810-43.7% | $4,305-37.1% | $4,299-37.1% |
| Participant deferral / active EE | $7,195 | $6,272+14.7% | $5,540+29.9% | $6,507+10.6% |
| Admin fee / account holder | $895 | $16,786-94.7% | $14,329-93.8% | $12,624-92.9% |