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 | $187,040 | $179,726+4.1% | $156,263+19.7% | $142,382+31.4% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.9%-0.3pp | 80.1%-1.5pp |
| Annual return | 14.98% | 77.86%-62.9pp | 59.47%-44.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $10,777 | $5,069+112.6% | $4,333+148.7% | $4,299+150.7% |
| Participant deferral / active EE | $7,551 | $6,956+8.6% | $6,158+22.6% | $6,507+16.0% |
| Admin fee / account holder | $6,353 | $17,272-63.2% | $14,255-55.4% | $12,624-49.7% |