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 | $188,053 | $177,572+5.9% | $154,803+21.5% | $142,382+32.1% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 17.81% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,230 | $4,810-74.4% | $4,305-71.4% | $4,299-71.4% |
| Participant deferral / active EE | $7,085 | $6,272+13.0% | $5,540+27.9% | $6,507+8.9% |
| Admin fee / account holder | $25,800 | $16,786+53.7% | $14,329+80.1% | $12,624+104.4% |