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 | $216,954 | $177,572+22.2% | $154,803+40.1% | $142,382+52.4% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 15.61% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,965 | $4,810-38.4% | $4,305-31.1% | $4,299-31.0% |
| Participant deferral / active EE | $8,113 | $6,272+29.4% | $5,540+46.4% | $6,507+24.7% |
| Admin fee / account holder | $934 | $16,786-94.4% | $14,329-93.5% | $12,624-92.6% |