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 | $146,176 | $154,228-5.2% | $145,433+0.5% | $137,256+6.5% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.2pp | 80.0%-1.0pp |
| Annual return | 13.72% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $8,919 | $4,804+85.7% | $4,554+95.8% | $4,156+114.6% |
| Participant deferral / active EE | $7,586 | $8,216-7.7% | $7,897-3.9% | $6,407+18.4% |
| Admin fee / account holder | $603 | $14,344-95.8% | $13,129-95.4% | $12,270-95.1% |