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 | $196,054 | $179,726+9.1% | $156,263+25.5% | $142,382+37.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 14.87% | 77.86%-63.0pp | 59.47%-44.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,057 | $5,069-39.7% | $4,333-29.4% | $4,299-28.9% |
| Participant deferral / active EE | $10,919 | $6,956+57.0% | $6,158+77.3% | $6,507+67.8% |
| Admin fee / account holder | $8,897 | $17,272-48.5% | $14,255-37.6% | $12,624-29.5% |