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 | $186,689 | $148,534+25.7% | $135,903+37.4% | $139,434+33.9% |
| Participation rate | 79.2% | 83.9%-4.7pp | 81.9%-2.7pp | 80.3%-1.2pp |
| Annual return | 15.24% | 79.19%-64.0pp | 68.23%-53.0pp | 372.94%-357.7pp |
| Employer contribution / active EE | $4,003 | $5,243-23.7% | $4,856-17.6% | $4,751-15.7% |
| Participant deferral / active EE | $10,383 | $8,100+28.2% | $7,758+33.8% | $6,710+54.7% |
| Admin fee / account holder | $6,316 | $12,400-49.1% | $10,762-41.3% | $11,403-44.6% |