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 | $166,846 | $106,515+56.6% | $96,683+72.6% | $139,434+19.7% |
| Participation rate | 73.3% | 77.8%-4.5pp | 74.3%-1.0pp | 80.3%-7.0pp |
| Annual return | 16.30% | 38.43%-22.1pp | 35.69%-19.4pp | 372.94%-356.6pp |
| Employer contribution / active EE | $4,301 | $4,103+4.8% | $3,737+15.1% | $4,751-9.5% |
| Participant deferral / active EE | $6,956 | $5,454+27.5% | $4,878+42.6% | $6,710+3.7% |
| Admin fee / account holder | $6,743 | $7,877-14.4% | $6,730+0.2% | $11,403-40.9% |