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 | $156,386 | $154,228+1.4% | $145,433+7.5% | $137,256+13.9% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 17.68% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $4,180 | $4,804-13.0% | $4,554-8.2% | $4,156+0.6% |
| Participant deferral / active EE | $10,491 | $8,216+27.7% | $7,897+32.8% | $6,407+63.7% |
| Admin fee / account holder | $40,000 | $14,344+178.9% | $13,129+204.7% | $12,270+226.0% |