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 | $174,826 | $165,335+5.7% | $149,696+16.8% | $158,922+10.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 16.31% | 348.15%-331.8pp | 276.60%-260.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $4,434 | $5,103-13.1% | $4,644-4.5% | $4,761-6.9% |
| Participant deferral / active EE | $7,958 | $7,181+10.8% | $6,842+16.3% | $5,982+33.0% |
| Admin fee / account holder | $8,353 | $10,807-22.7% | $9,309-10.3% | $11,246-25.7% |