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 | $160,277 | $159,602+0.4% | $150,045+6.8% | $142,382+12.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.11% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $5,980 | $4,961+20.6% | $4,693+27.4% | $4,299+39.1% |
| Participant deferral / active EE | $14,408 | $8,310+73.4% | $7,997+80.2% | $6,507+121.4% |
| Admin fee / account holder | $17,320 | $14,846+16.7% | $13,435+28.9% | $12,624+37.2% |