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 | $167,112 | $202,432-17.4% | $169,368-1.3% | $139,434+19.9% |
| Participation rate | 93.8% | 81.1%+12.7pp | 77.1%+16.6pp | 80.3%+13.4pp |
| Annual return | 16.64% | 531.74%-515.1pp | 405.60%-389.0pp | 372.94%-356.3pp |
| Employer contribution / active EE | $4,760 | $4,692+1.4% | $4,013+18.6% | $4,751+0.2% |
| Participant deferral / active EE | $13,340 | $6,938+92.3% | $6,221+114.4% | $6,710+98.8% |
| Admin fee / account holder | $9,293 | $10,708-13.2% | $9,003+3.2% | $11,403-18.5% |