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 | $168,431 | $159,602+5.5% | $150,045+12.3% | $142,382+18.3% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 18.16% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $5,912 | $4,961+19.2% | $4,693+26.0% | $4,299+37.5% |
| Participant deferral / active EE | $14,198 | $8,310+70.9% | $7,997+77.5% | $6,507+118.2% |
| Admin fee / account holder | $2,376 | $14,846-84.0% | $13,435-82.3% | $12,624-81.2% |