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 3-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 | $156,872 | $159,602-1.7% | $150,045+4.5% | $142,382+10.2% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.3%+4.0pp | 80.1%+6.2pp |
| Annual return | 19.78% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,065 | $4,961-78.5% | $4,693-77.3% | $4,299-75.2% |
| Participant deferral / active EE | $4,048 | $8,310-51.3% | $7,997-49.4% | $6,507-37.8% |
| Admin fee / account holder | $2,769 | $14,846-81.4% | $13,435-79.4% | $12,624-78.1% |