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 | $168,911 | $177,572-4.9% | $154,803+9.1% | $142,382+18.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 16.29% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $11,665 | $4,810+142.5% | $4,305+170.9% | $4,299+171.3% |
| Participant deferral / active EE | $7,663 | $6,272+22.2% | $5,540+38.3% | $6,507+17.8% |
| Admin fee / account holder | $5,786 | $16,786-65.5% | $14,329-59.6% | $12,624-54.2% |