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 | $170,560 | $106,584+60.0% | $101,326+68.3% | $142,382+19.8% |
| Participation rate | 82.6% | 82.7%-0.1pp | 81.5%+1.1pp | 80.1%+2.5pp |
| Annual return | 15.14% | 36.93%-21.8pp | 36.82%-21.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,483 | $3,956-37.2% | $3,665-32.3% | $4,299-42.2% |
| Participant deferral / active EE | $4,769 | $8,297-42.5% | $7,994-40.3% | $6,507-26.7% |
| Admin fee / account holder | $2,323 | $11,446-79.7% | $11,185-79.2% | $12,624-81.6% |