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 | $211,297 | $92,798+127.7% | $96,707+118.5% | $137,256+53.9% |
| Participation rate | 83.3% | 81.6%+1.7pp | 80.4%+3.0pp | 80.0%+3.4pp |
| Annual return | 14.22% | 31.24%-17.0pp | 34.78%-20.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,209 | $4,147-22.6% | $4,191-23.4% | $4,156-22.8% |
| Participant deferral / active EE | $5,612 | $5,877-4.5% | $5,997-6.4% | $6,407-12.4% |
| Admin fee / account holder | $7,086 | $7,946-10.8% | $7,503-5.6% | $12,270-42.3% |