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 | $209,735 | $159,602+31.4% | $150,045+39.8% | $142,382+47.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 16.61% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,819 | $4,961-23.0% | $4,693-18.6% | $4,299-11.2% |
| Participant deferral / active EE | $8,578 | $8,310+3.2% | $7,997+7.3% | $6,507+31.8% |
| Admin fee / account holder | $1,398 | $14,846-90.6% | $13,435-89.6% | $12,624-88.9% |