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 | $173,491 | $202,318-14.2% | $172,739+0.4% | $152,861+13.5% |
| Participation rate | 81.0% | 87.1%-6.1pp | 82.6%-1.7pp | 82.4%-1.5pp |
| Annual return | 23.82% | 1029.65%-1005.8pp | 802.84%-779.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,520 | $5,856-57.0% | $5,143-51.0% | $4,762-47.1% |
| Participant deferral / active EE | $6,118 | $5,948+2.9% | $5,198+17.7% | $5,850+4.6% |
| Admin fee / account holder | $12,765 | $17,109-25.4% | $13,954-8.5% | $11,596+10.1% |