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 | $120,659 | $159,602-24.4% | $150,045-19.6% | $142,382-15.3% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 26.23% | 70.24%-44.0pp | 62.55%-36.3pp | 217.08%-190.8pp |
| Employer contribution / active EE | $7,729 | $4,961+55.8% | $4,693+64.7% | $4,299+79.8% |
| Participant deferral / active EE | $8,725 | $8,310+5.0% | $7,997+9.1% | $6,507+34.1% |
| Admin fee / account holder | $2,482 | $14,846-83.3% | $13,435-81.5% | $12,624-80.3% |