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 | $188,915 | $183,592+2.9% | $155,567+21.4% | $145,959+29.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.18% | 61.24%-47.1pp | 64.74%-50.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $2,522 | $5,315-52.5% | $4,674-46.0% | $4,661-45.9% |
| Participant deferral / active EE | $11,637 | $6,464+80.0% | $5,628+106.8% | $6,689+74.0% |
| Admin fee / account holder | $3,089 | $19,318-84.0% | $15,916-80.6% | $13,398-76.9% |