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 | $157,335 | $159,602-1.4% | $150,045+4.9% | $142,382+10.5% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.3%+13.5pp | 80.1%+15.7pp |
| Annual return | 20.31% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,396 | $4,961-51.7% | $4,693-48.9% | $4,299-44.3% |
| Participant deferral / active EE | $7,748 | $8,310-6.8% | $7,997-3.1% | $6,507+19.1% |
| Admin fee / account holder | $1,196 | $14,846-91.9% | $13,435-91.1% | $12,624-90.5% |