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 | $174,335 | $157,256+10.9% | $141,162+23.5% | $152,861+14.0% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 22.02% | 64.32%-42.3pp | 71.39%-49.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $4,741 | $5,261-9.9% | $4,735+0.1% | $4,762-0.4% |
| Participant deferral / active EE | $8,275 | $7,109+16.4% | $6,709+23.3% | $5,850+41.4% |
| Admin fee / account holder | $1,227 | $12,120-89.9% | $10,261-88.0% | $11,596-89.4% |