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 | $156,440 | $177,572-11.9% | $154,803+1.1% | $142,382+9.9% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 15.21% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $5,765 | $4,810+19.8% | $4,305+33.9% | $4,299+34.1% |
| Participant deferral / active EE | $5,077 | $6,272-19.0% | $5,540-8.4% | $6,507-22.0% |
| Admin fee / account holder | $2,978 | $16,786-82.3% | $14,329-79.2% | $12,624-76.4% |