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 | $189,592 | $177,572+6.8% | $154,803+22.5% | $142,382+33.2% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 16.54% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $5,699 | $4,810+18.5% | $4,305+32.4% | $4,299+32.6% |
| Participant deferral / active EE | $5,719 | $6,272-8.8% | $5,540+3.2% | $6,507-12.1% |
| Admin fee / account holder | $3,538 | $16,786-78.9% | $14,329-75.3% | $12,624-72.0% |