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 | $186,330 | $177,572+4.9% | $154,803+20.4% | $142,382+30.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 18.46% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $10,830 | $4,810+125.1% | $4,305+151.5% | $4,299+151.9% |
| Participant deferral / active EE | $3,657 | $6,272-41.7% | $5,540-34.0% | $6,507-43.8% |
| Admin fee / account holder | $328 | $16,786-98.0% | $14,329-97.7% | $12,624-97.4% |