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 7-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 | $170,075 | $159,602+6.6% | $150,045+13.3% | $142,382+19.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 13.34% | 70.24%-56.9pp | 62.55%-49.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $11,612 | $4,961+134.1% | $4,693+147.4% | $4,299+170.1% |
| Participant deferral / active EE | $7,815 | $8,310-6.0% | $7,997-2.3% | $6,507+20.1% |
| Admin fee / account holder | $1,861 | $14,846-87.5% | $13,435-86.1% | $12,624-85.3% |