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 | $159,980 | $154,228+3.7% | $145,433+10.0% | $137,256+16.6% |
| Participation rate | 95.2% | 83.8%+11.4pp | 82.1%+13.1pp | 80.0%+15.3pp |
| Annual return | 16.05% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $7,487 | $4,804+55.8% | $4,554+64.4% | $4,156+80.1% |
| Participant deferral / active EE | $12,892 | $8,216+56.9% | $7,897+63.2% | $6,407+101.2% |
| Admin fee / account holder | $4,356 | $14,344-69.6% | $13,129-66.8% | $12,270-64.5% |