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 | $195,355 | $179,726+8.7% | $156,263+25.0% | $142,382+37.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 11.67% | 77.86%-66.2pp | 59.47%-47.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $4,493 | $5,069-11.4% | $4,333+3.7% | $4,299+4.5% |
| Participant deferral / active EE | $8,786 | $6,956+26.3% | $6,158+42.7% | $6,507+35.0% |
| Admin fee / account holder | $4,640 | $17,272-73.1% | $14,255-67.5% | $12,624-63.2% |