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 | $152,726 | $209,336-27.0% | $197,124-22.5% | $137,256+11.3% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 17.98% | 48.09%-30.1pp | 44.34%-26.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,939 | $6,591-55.4% | $6,227-52.8% | $4,156-29.3% |
| Participant deferral / active EE | $11,183 | $9,614+16.3% | $9,135+22.4% | $6,407+74.5% |
| Admin fee / account holder | $12,623 | $17,308-27.1% | $16,298-22.5% | $12,270+2.9% |