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 8-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 | $173,237 | $159,602+8.5% | $150,045+15.5% | $142,382+21.7% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 20.92% | 70.24%-49.3pp | 62.55%-41.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,715 | $4,961-45.3% | $4,693-42.1% | $4,299-36.8% |
| Participant deferral / active EE | $5,972 | $8,310-28.1% | $7,997-25.3% | $6,507-8.2% |
| Admin fee / account holder | $1,497 | $14,846-89.9% | $13,435-88.9% | $12,624-88.1% |