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 | $229,628 | $228,332+0.6% | $185,823+23.6% | $158,922+44.5% |
| Participation rate | 81.8% | 82.3%-0.5pp | 78.0%+3.8pp | 82.0%-0.1pp |
| Annual return | 6.37% | 40.80%-34.4pp | 35.95%-29.6pp | 302.83%-296.5pp |
| Employer contribution / active EE | $3,499 | $4,967-29.5% | $4,087-14.4% | $4,761-26.5% |
| Participant deferral / active EE | $7,651 | $6,415+19.3% | $5,632+35.8% | $5,982+27.9% |
| Admin fee / account holder | $3,468 | $11,864-70.8% | $9,500-63.5% | $11,246-69.2% |