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 | $219,418 | $214,378+2.4% | $200,582+9.4% | $142,382+54.1% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 13.02% | 46.41%-33.4pp | 42.33%-29.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $5,686 | $6,841-16.9% | $6,419-11.4% | $4,299+32.3% |
| Participant deferral / active EE | $10,435 | $9,865+5.8% | $9,331+11.8% | $6,507+60.4% |
| Admin fee / account holder | $7,907 | $17,692-55.3% | $16,305-51.5% | $12,624-37.4% |