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 | $162,290 | $154,117+5.3% | $129,995+24.8% | $139,434+16.4% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 19.30% | 32.48%-13.2pp | -137.18%+156.5pp | 372.94%-353.6pp |
| Employer contribution / active EE | $4,199 | $5,289-20.6% | $4,320-2.8% | $4,751-11.6% |
| Participant deferral / active EE | $9,379 | $6,710+39.8% | $5,820+61.2% | $6,710+39.8% |
| Admin fee / account holder | $6,841 | $14,007-51.2% | $10,614-35.5% | $11,403-40.0% |