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 | $167,186 | $172,111-2.9% | $150,298+11.2% | $137,256+21.8% |
| Participation rate | 94.4% | 81.7%+12.7pp | 77.8%+16.7pp | 80.0%+14.5pp |
| Annual return | 11.53% | 69.37%-57.8pp | 62.79%-51.3pp | 220.34%-208.8pp |
| Employer contribution / active EE | $4,842 | $4,636+4.4% | $4,154+16.6% | $4,156+16.5% |
| Participant deferral / active EE | $6,545 | $6,166+6.1% | $5,453+20.0% | $6,407+2.2% |
| Admin fee / account holder | $694 | $16,471-95.8% | $14,116-95.1% | $12,270-94.3% |