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 | $163,237 | $172,111-5.2% | $150,298+8.6% | $137,256+18.9% |
| Participation rate | 86.7% | 81.7%+5.0pp | 77.8%+8.9pp | 80.0%+6.7pp |
| Annual return | 11.60% | 69.37%-57.8pp | 62.79%-51.2pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,725 | $4,636-41.2% | $4,154-34.4% | $4,156-34.4% |
| Participant deferral / active EE | $4,688 | $6,166-24.0% | $5,453-14.0% | $6,407-26.8% |
| Admin fee / account holder | $2,715 | $16,471-83.5% | $14,116-80.8% | $12,270-77.9% |