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 | $158,609 | $217,402-27.0% | $185,823-14.6% | $167,490-5.3% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 16.49% | 148.36%-131.9pp | 122.05%-105.6pp | 478.56%-462.1pp |
| Employer contribution / active EE | $6,732 | $5,873+14.6% | $5,167+30.3% | $4,837+39.2% |
| Participant deferral / active EE | $3,308 | $6,356-48.0% | $5,568-40.6% | $6,341-47.8% |
| Admin fee / account holder | $3,459 | $19,811-82.5% | $16,237-78.7% | $12,309-71.9% |