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 | $164,743 | $162,781+1.2% | $133,956+23.0% | $158,922+3.7% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 12.41% | 41.94%-29.5pp | 45.09%-32.7pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,778 | $4,975-44.2% | $3,919-29.1% | $4,761-41.7% |
| Participant deferral / active EE | $10,483 | $5,911+77.4% | $5,048+107.7% | $5,982+75.2% |
| Admin fee / account holder | $1,693 | $11,736-85.6% | $8,927-81.0% | $11,246-84.9% |