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 | $159,037 | $154,228+3.1% | $145,433+9.4% | $137,256+15.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 17.02% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,813 | $4,804-20.6% | $4,554-16.3% | $4,156-8.3% |
| Participant deferral / active EE | $7,340 | $8,216-10.7% | $7,897-7.1% | $6,407+14.6% |
| Admin fee / account holder | $45,514 | $14,344+217.3% | $13,129+246.7% | $12,270+270.9% |