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 | $167,791 | $148,534+13.0% | $135,903+23.5% | $139,434+20.3% |
| Participation rate | 76.5% | 83.9%-7.4pp | 81.9%-5.4pp | 80.3%-3.8pp |
| Annual return | 17.67% | 79.19%-61.5pp | 68.23%-50.6pp | 372.94%-355.3pp |
| Employer contribution / active EE | $2,768 | $5,243-47.2% | $4,856-43.0% | $4,751-41.7% |
| Participant deferral / active EE | $9,741 | $8,100+20.3% | $7,758+25.6% | $6,710+45.2% |
| Admin fee / account holder | $809 | $12,400-93.5% | $10,762-92.5% | $11,403-92.9% |