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 | $179,575 | $159,602+12.5% | $150,045+19.7% | $142,382+26.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 15.27% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,570 | $4,961-48.2% | $4,693-45.2% | $4,299-40.2% |
| Participant deferral / active EE | $5,871 | $8,310-29.3% | $7,997-26.6% | $6,507-9.8% |
| Admin fee / account holder | $808 | $14,846-94.6% | $13,435-94.0% | $12,624-93.6% |