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 | $165,680 | $165,335+0.2% | $149,696+10.7% | $158,922+4.3% |
| Participation rate | 78.3% | 84.6%-6.3pp | 82.5%-4.2pp | 82.0%-3.7pp |
| Annual return | 20.37% | 348.15%-327.8pp | 276.60%-256.2pp | 302.83%-282.5pp |
| Employer contribution / active EE | $1,074 | $5,103-79.0% | $4,644-76.9% | $4,761-77.4% |
| Participant deferral / active EE | $7,377 | $7,181+2.7% | $6,842+7.8% | $5,982+23.3% |
| Admin fee / account holder | $1,268 | $10,807-88.3% | $9,309-86.4% | $11,246-88.7% |