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 | $218,635 | $178,174+22.7% | $156,181+40.0% | $137,256+59.3% |
| Participation rate | 76.2% | 82.0%-5.8pp | 78.8%-2.6pp | 80.0%-3.8pp |
| Annual return | 16.61% | 84.19%-67.6pp | 64.87%-48.3pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,626 | $4,972-27.1% | $4,294-15.5% | $4,156-12.7% |
| Participant deferral / active EE | $8,507 | $6,888+23.5% | $6,132+38.7% | $6,407+32.8% |
| Admin fee / account holder | $17,337 | $17,404-0.4% | $14,586+18.9% | $12,270+41.3% |