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 | $171,186 | $198,466-13.7% | $170,442+0.4% | $147,584+16.0% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 19.31% | 257.29%-238.0pp | 205.93%-186.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $6,786 | $6,184+9.7% | $5,433+24.9% | $4,876+39.2% |
| Participant deferral / active EE | $4,721 | $5,629-16.1% | $4,939-4.4% | $5,439-13.2% |
| Admin fee / account holder | $1,032 | $16,852-93.9% | $13,880-92.6% | $10,885-90.5% |