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 | $175,498 | $178,174-1.5% | $156,181+12.4% | $137,256+27.9% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.8%+5.4pp | 80.0%+4.3pp |
| Annual return | 13.30% | 84.19%-70.9pp | 64.87%-51.6pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,901 | $4,972-21.5% | $4,294-9.1% | $4,156-6.1% |
| Participant deferral / active EE | $5,672 | $6,888-17.6% | $6,132-7.5% | $6,407-11.5% |
| Admin fee / account holder | $10,549 | $17,404-39.4% | $14,586-27.7% | $12,270-14.0% |