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 | $162,672 | $179,726-9.5% | $156,263+4.1% | $142,382+14.2% |
| Participation rate | 81.8% | 82.1%-0.3pp | 78.9%+2.9pp | 80.1%+1.7pp |
| Annual return | 16.39% | 77.86%-61.5pp | 59.47%-43.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $4,188 | $5,069-17.4% | $4,333-3.3% | $4,299-2.6% |
| Participant deferral / active EE | $10,379 | $6,956+49.2% | $6,158+68.5% | $6,507+59.5% |
| Admin fee / account holder | $12,273 | $17,272-28.9% | $14,255-13.9% | $12,624-2.8% |