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 | $215,976 | $159,934+35.0% | $147,005+46.9% | $145,959+48.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.31% | 98.24%-82.9pp | 418.76%-403.5pp | 561.95%-546.6pp |
| Employer contribution / active EE | $4,568 | $5,287-13.6% | $4,934-7.4% | $4,661-2.0% |
| Participant deferral / active EE | $11,820 | $8,427+40.3% | $8,070+46.5% | $6,689+76.7% |
| Admin fee / account holder | $773 | $15,053-94.9% | $13,006-94.1% | $13,398-94.2% |