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 | $201,957 | $217,402-7.1% | $185,823+8.7% | $167,490+20.6% |
| Participation rate | 81.8% | 86.0%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 18.89% | 148.36%-129.5pp | 122.05%-103.2pp | 478.56%-459.7pp |
| Employer contribution / active EE | $1,257 | $5,873-78.6% | $5,167-75.7% | $4,837-74.0% |
| Participant deferral / active EE | $5,631 | $6,356-11.4% | $5,568+1.1% | $6,341-11.2% |
| Admin fee / account holder | $5,747 | $19,811-71.0% | $16,237-64.6% | $12,309-53.3% |