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 | $170,220 | $165,335+3.0% | $149,696+13.7% | $158,922+7.1% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 14.14% | 348.15%-334.0pp | 276.60%-262.5pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,681 | $5,103-67.1% | $4,644-63.8% | $4,761-64.7% |
| Participant deferral / active EE | $8,870 | $7,181+23.5% | $6,842+29.6% | $5,982+48.3% |
| Admin fee / account holder | $7,683 | $10,807-28.9% | $9,309-17.5% | $11,246-31.7% |