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 | $203,618 | $185,822+9.6% | $169,993+19.8% | $139,434+46.0% |
| Participation rate | 82.4% | 87.8%-5.4pp | 87.0%-4.6pp | 80.3%+2.0pp |
| Annual return | 15.72% | 60.50%-44.8pp | 53.37%-37.6pp | 372.94%-357.2pp |
| Employer contribution / active EE | $4,564 | $7,590-39.9% | $6,785-32.7% | $4,751-3.9% |
| Participant deferral / active EE | $8,394 | $11,622-27.8% | $10,408-19.3% | $6,710+25.1% |
| Admin fee / account holder | $2,736 | $15,381-82.2% | $12,815-78.7% | $11,403-76.0% |