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 | $184,732 | $154,228+19.8% | $145,433+27.0% | $137,256+34.6% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 22.11% | 74.59%-52.5pp | 66.58%-44.5pp | 220.34%-198.2pp |
| Employer contribution / active EE | $4,693 | $4,804-2.3% | $4,554+3.0% | $4,156+12.9% |
| Participant deferral / active EE | $15,094 | $8,216+83.7% | $7,897+91.1% | $6,407+135.6% |
| Admin fee / account holder | $1,681 | $14,344-88.3% | $13,129-87.2% | $12,270-86.3% |