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 | $166,570 | $214,378-22.3% | $200,582-17.0% | $142,382+17.0% |
| Participation rate | 94.4% | 87.4%+7.0pp | 86.9%+7.6pp | 80.1%+14.3pp |
| Annual return | 24.52% | 46.41%-21.9pp | 42.33%-17.8pp | 217.08%-192.6pp |
| Employer contribution / active EE | $6,373 | $6,841-6.9% | $6,419-0.7% | $4,299+48.2% |
| Participant deferral / active EE | $7,821 | $9,865-20.7% | $9,331-16.2% | $6,507+20.2% |
| Admin fee / account holder | $1,483 | $17,692-91.6% | $16,305-90.9% | $12,624-88.3% |