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 | $171,345 | $159,602+7.4% | $150,045+14.2% | $142,382+20.3% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 17.40% | 70.24%-52.8pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,859 | $4,961-22.2% | $4,693-17.8% | $4,299-10.2% |
| Participant deferral / active EE | $9,933 | $8,310+19.5% | $7,997+24.2% | $6,507+52.6% |
| Admin fee / account holder | $3,480 | $14,846-76.6% | $13,435-74.1% | $12,624-72.4% |