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 | $167,377 | $179,726-6.9% | $156,263+7.1% | $142,382+17.6% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.9%+15.8pp | 80.1%+14.6pp |
| Annual return | 14.97% | 77.86%-62.9pp | 59.47%-44.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $4,064 | $5,069-19.8% | $4,333-6.2% | $4,299-5.5% |
| Participant deferral / active EE | $5,023 | $6,956-27.8% | $6,158-18.4% | $6,507-22.8% |
| Admin fee / account holder | $3,058 | $17,272-82.3% | $14,255-78.5% | $12,624-75.8% |