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 7-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 | $194,710 | $214,378-9.2% | $200,582-2.9% | $142,382+36.8% |
| Participation rate | 86.4% | 87.4%-1.1pp | 86.9%-0.5pp | 80.1%+6.2pp |
| Annual return | 16.84% | 46.41%-29.6pp | 42.33%-25.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,530 | $6,841-48.4% | $6,419-45.0% | $4,299-17.9% |
| Participant deferral / active EE | $6,458 | $9,865-34.5% | $9,331-30.8% | $6,507-0.8% |
| Admin fee / account holder | $2,503 | $17,692-85.9% | $16,305-84.7% | $12,624-80.2% |