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 | $24,447 | $178,174-86.3% | $156,181-84.3% | $137,256-82.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 11.50% | 84.19%-72.7pp | 64.87%-53.4pp | 220.34%-208.8pp |
| Employer contribution / active EE | $4,580 | $4,972-7.9% | $4,294+6.7% | $4,156+10.2% |
| Participant deferral / active EE | $9,605 | $6,888+39.5% | $6,132+56.6% | $6,407+49.9% |
| Admin fee / account holder | $17,588 | $17,404+1.1% | $14,586+20.6% | $12,270+43.3% |