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 | $196,036 | $197,591-0.8% | $177,821+10.2% | $158,922+23.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 7.52% | 58.76%-51.2pp | 48.32%-40.8pp | 302.83%-295.3pp |
| Employer contribution / active EE | $5,938 | $6,697-11.3% | $5,918+0.3% | $4,761+24.7% |
| Participant deferral / active EE | $8,288 | $8,405-1.4% | $7,714+7.4% | $5,982+38.5% |
| Admin fee / account holder | $82,580 | $15,399+436.3% | $12,427+564.5% | $11,246+634.3% |