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 | $194,039 | $177,572+9.3% | $154,803+25.3% | $142,382+36.3% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 12.04% | 65.07%-53.0pp | 58.88%-46.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $7,128 | $4,810+48.2% | $4,305+65.6% | $4,299+65.8% |
| Participant deferral / active EE | $5,504 | $6,272-12.2% | $5,540-0.7% | $6,507-15.4% |
| Admin fee / account holder | $5,303 | $16,786-68.4% | $14,329-63.0% | $12,624-58.0% |