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 | $188,778 | $177,572+6.3% | $154,803+21.9% | $142,382+32.6% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 29.51% | 65.07%-35.6pp | 58.88%-29.4pp | 217.08%-187.6pp |
| Employer contribution / active EE | $3,432 | $4,810-28.7% | $4,305-20.3% | $4,299-20.2% |
| Participant deferral / active EE | $9,773 | $6,272+55.8% | $5,540+76.4% | $6,507+50.2% |
| Admin fee / account holder | $1,615 | $16,786-90.4% | $14,329-88.7% | $12,624-87.2% |