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 | $168,621 | $159,602+5.7% | $150,045+12.4% | $142,382+18.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.83% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,303 | $4,961-53.6% | $4,693-50.9% | $4,299-46.4% |
| Participant deferral / active EE | $4,627 | $8,310-44.3% | $7,997-42.1% | $6,507-28.9% |
| Admin fee / account holder | $5,522 | $14,846-62.8% | $13,435-58.9% | $12,624-56.3% |