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 | $186,660 | $148,534+25.7% | $135,903+37.3% | $139,434+33.9% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 15.63% | 79.19%-63.6pp | 68.23%-52.6pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,563 | $5,243-51.1% | $4,856-47.2% | $4,751-46.1% |
| Participant deferral / active EE | $11,018 | $8,100+36.0% | $7,758+42.0% | $6,710+64.2% |
| Admin fee / account holder | $12,786 | $12,400+3.1% | $10,762+18.8% | $11,403+12.1% |