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 7-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 | $162,957 | $154,228+5.7% | $145,433+12.0% | $137,256+18.7% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 17.15% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $11,705 | $4,804+143.6% | $4,554+157.0% | $4,156+181.6% |
| Participant deferral / active EE | $25,010 | $8,216+204.4% | $7,897+216.7% | $6,407+290.4% |
| Admin fee / account holder | $19,322 | $14,344+34.7% | $13,129+47.2% | $12,270+57.5% |