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 | $148,575 | $159,602-6.9% | $150,045-1.0% | $142,382+4.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 15.42% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $15,379 | $4,961+210.0% | $4,693+227.7% | $4,299+257.7% |
| Participant deferral / active EE | $8,400 | $8,310+1.1% | $7,997+5.0% | $6,507+29.1% |
| Admin fee / account holder | $8,408 | $14,846-43.4% | $13,435-37.4% | $12,624-33.4% |