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 | $188,485 | $185,822+1.4% | $169,993+10.9% | $139,434+35.2% |
| Participation rate | 95.8% | 87.8%+8.1pp | 87.0%+8.8pp | 80.3%+15.5pp |
| Annual return | 23.86% | 60.50%-36.6pp | 53.37%-29.5pp | 372.94%-349.1pp |
| Employer contribution / active EE | $4,604 | $7,590-39.3% | $6,785-32.1% | $4,751-3.1% |
| Participant deferral / active EE | $8,497 | $11,622-26.9% | $10,408-18.4% | $6,710+26.6% |
| Admin fee / account holder | $9,629 | $15,381-37.4% | $12,815-24.9% | $11,403-15.5% |