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 | $152,525 | $177,572-14.1% | $154,803-1.5% | $142,382+7.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 16.82% | 65.07%-48.2pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,350 | $4,810-51.2% | $4,305-45.4% | $4,299-45.3% |
| Participant deferral / active EE | $7,703 | $6,272+22.8% | $5,540+39.0% | $6,507+18.4% |
| Admin fee / account holder | $20,510 | $16,786+22.2% | $14,329+43.1% | $12,624+62.5% |