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 | $155,894 | $154,228+1.1% | $145,433+7.2% | $137,256+13.6% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 80.0%+9.5pp |
| Annual return | 12.84% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $7,192 | $4,804+49.7% | $4,554+57.9% | $4,156+73.1% |
| Participant deferral / active EE | $5,884 | $8,216-28.4% | $7,897-25.5% | $6,407-8.2% |
| Admin fee / account holder | $5,199 | $14,344-63.8% | $13,129-60.4% | $12,270-57.6% |