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 | $198,143 | $228,332-13.2% | $185,823+6.6% | $158,922+24.7% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.0%-0.3pp | 82.0%-4.2pp |
| Annual return | 31.01% | 40.80%-9.8pp | 35.95%-4.9pp | 302.83%-271.8pp |
| Employer contribution / active EE | $10,271 | $4,967+106.8% | $4,087+151.3% | $4,761+115.7% |
| Participant deferral / active EE | $5,587 | $6,415-12.9% | $5,632-0.8% | $5,982-6.6% |
| Admin fee / account holder | $402 | $11,864-96.6% | $9,500-95.8% | $11,246-96.4% |