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 | $179,949 | $114,381+57.3% | $107,525+67.4% | $142,382+26.4% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 17.04% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $4,297 | $4,015+7.0% | $3,754+14.5% | $4,299-0.1% |
| Participant deferral / active EE | $9,330 | $5,564+67.7% | $5,116+82.4% | $6,507+43.4% |
| Admin fee / account holder | $9,300 | $9,860-5.7% | $8,919+4.3% | $12,624-26.3% |