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 | $162,746 | $153,772+5.8% | $133,980+21.5% | $273,961-40.6% |
| Participation rate | 81.0% | 88.4%-7.4pp | 87.1%-6.1pp | 83.0%-2.1pp |
| Annual return | 10.41% | 36.51%-26.1pp | 29.30%-18.9pp | 41.45%-31.0pp |
| Employer contribution / active EE | $6,862 | $6,029+13.8% | $5,211+31.7% | $4,869+40.9% |
| Participant deferral / active EE | $9,921 | $6,958+42.6% | $6,282+57.9% | $5,287+87.6% |
| Admin fee / account holder | $18,773 | $11,765+59.6% | $9,324+101.3% | $10,132+85.3% |