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 | $178,072 | $177,572+0.3% | $154,803+15.0% | $142,382+25.1% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 12.97% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $4,585 | $4,810-4.7% | $4,305+6.5% | $4,299+6.6% |
| Participant deferral / active EE | $8,982 | $6,272+43.2% | $5,540+62.1% | $6,507+38.0% |
| Admin fee / account holder | $4,085 | $16,786-75.7% | $14,329-71.5% | $12,624-67.6% |