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 | $171,766 | $154,228+11.4% | $145,433+18.1% | $137,256+25.1% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 28.10% | 74.59%-46.5pp | 66.58%-38.5pp | 220.34%-192.2pp |
| Employer contribution / active EE | $1,357 | $4,804-71.7% | $4,554-70.2% | $4,156-67.3% |
| Participant deferral / active EE | $5,973 | $8,216-27.3% | $7,897-24.4% | $6,407-6.8% |
| Admin fee / account holder | $2,931 | $14,344-79.6% | $13,129-77.7% | $12,270-76.1% |