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 6-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 | $145,799 | $159,602-8.6% | $150,045-2.8% | $142,382+2.4% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.3%-4.1pp | 80.1%-1.9pp |
| Annual return | 13.11% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,212 | $4,961-35.2% | $4,693-31.6% | $4,299-25.3% |
| Participant deferral / active EE | $10,134 | $8,310+21.9% | $7,997+26.7% | $6,507+55.7% |
| Admin fee / account holder | $31,783 | $14,846+114.1% | $13,435+136.6% | $12,624+151.8% |