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 | $209,336-20.4% | $197,124-15.5% | $137,256+21.4% |
| Participation rate | 94.4% | 87.3%+7.1pp | 86.7%+7.7pp | 80.0%+14.5pp |
| Annual return | 24.52% | 48.09%-23.6pp | 44.34%-19.8pp | 220.34%-195.8pp |
| Employer contribution / active EE | $6,373 | $6,591-3.3% | $6,227+2.3% | $4,156+53.3% |
| Participant deferral / active EE | $7,821 | $9,614-18.7% | $9,135-14.4% | $6,407+22.1% |
| Admin fee / account holder | $1,483 | $17,308-91.4% | $16,298-90.9% | $12,270-87.9% |