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 | $214,378-28.8% | $200,582-23.9% | $142,382+7.3% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 17.98% | 46.41%-28.4pp | 42.33%-24.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,939 | $6,841-57.0% | $6,419-54.2% | $4,299-31.6% |
| Participant deferral / active EE | $11,183 | $9,865+13.4% | $9,331+19.8% | $6,507+71.8% |
| Admin fee / account holder | $12,623 | $17,692-28.7% | $16,305-22.6% | $12,6240% |