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 | $168,408 | $106,584+58.0% | $101,326+66.2% | $142,382+18.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 15.68% | 36.93%-21.2pp | 36.82%-21.1pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,470 | $3,956-12.3% | $3,665-5.3% | $4,299-19.3% |
| Participant deferral / active EE | $10,191 | $8,297+22.8% | $7,994+27.5% | $6,507+56.6% |
| Admin fee / account holder | $12,541 | $11,446+9.6% | $11,185+12.1% | $12,624-0.7% |