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 | $196,695 | $179,726+9.4% | $156,263+25.9% | $142,382+38.1% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 15.17% | 77.86%-62.7pp | 59.47%-44.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,601 | $5,069-29.0% | $4,333-16.9% | $4,299-16.2% |
| Participant deferral / active EE | $13,344 | $6,956+91.8% | $6,158+116.7% | $6,507+105.1% |
| Admin fee / account holder | $1,538 | $17,272-91.1% | $14,255-89.2% | $12,624-87.8% |