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 | $155,694 | $148,534+4.8% | $135,903+14.6% | $139,434+11.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 18.20% | 79.19%-61.0pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $2,314 | $5,243-55.9% | $4,856-52.3% | $4,751-51.3% |
| Participant deferral / active EE | $5,034 | $8,100-37.8% | $7,758-35.1% | $6,710-25.0% |
| Admin fee / account holder | $9,598 | $12,400-22.6% | $10,762-10.8% | $11,403-15.8% |