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 | $171,549 | $114,381+50.0% | $107,525+59.5% | $142,382+20.5% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 16.06% | 242.71%-226.6pp | 181.32%-165.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,199 | $4,015+4.6% | $3,754+11.9% | $4,299-2.3% |
| Participant deferral / active EE | $6,538 | $5,564+17.5% | $5,116+27.8% | $6,507+0.5% |
| Admin fee / account holder | $4,358 | $9,860-55.8% | $8,919-51.1% | $12,624-65.5% |