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 | $161,015 | $154,228+4.4% | $145,433+10.7% | $137,256+17.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.30% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $3,170 | $4,804-34.0% | $4,554-30.4% | $4,156-23.7% |
| Participant deferral / active EE | $8,156 | $8,216-0.7% | $7,897+3.3% | $6,407+27.3% |
| Admin fee / account holder | $1,044 | $14,344-92.7% | $13,129-92.0% | $12,270-91.5% |