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 | $190,235 | $179,726+5.8% | $156,263+21.7% | $142,382+33.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 17.78% | 77.86%-60.1pp | 59.47%-41.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,176 | $5,069-37.3% | $4,333-26.7% | $4,299-26.1% |
| Participant deferral / active EE | $7,082 | $6,956+1.8% | $6,158+15.0% | $6,507+8.8% |
| Admin fee / account holder | $6,049 | $17,272-65.0% | $14,255-57.6% | $12,624-52.1% |