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 | $164,542 | $154,228+6.7% | $145,433+13.1% | $137,256+19.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 16.10% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $5,456 | $4,804+13.6% | $4,554+19.8% | $4,156+31.3% |
| Participant deferral / active EE | $13,100 | $8,216+59.4% | $7,897+65.9% | $6,407+104.5% |
| Admin fee / account holder | $1,605 | $14,344-88.8% | $13,129-87.8% | $12,270-86.9% |