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 | $157,803 | $168,632-6.4% | $147,614+6.9% | $125,391+25.8% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | 0.30% | 77.65%-77.3pp | 61.98%-61.7pp | 282.22%-281.9pp |
| Employer contribution / active EE | $6,597 | $6,252+5.5% | $5,564+18.5% | $4,866+35.6% |
| Participant deferral / active EE | $5,640 | $5,507+2.4% | $4,895+15.2% | $5,352+5.4% |
| Admin fee / account holder | $625 | $13,580-95.4% | $11,611-94.6% | $9,540-93.4% |