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 | $168,528 | $165,335+1.9% | $149,696+12.6% | $158,922+6.0% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 11.35% | 348.15%-336.8pp | 276.60%-265.3pp | 302.83%-291.5pp |
| Employer contribution / active EE | $3,273 | $5,103-35.9% | $4,644-29.5% | $4,761-31.3% |
| Participant deferral / active EE | $2,586 | $7,181-64.0% | $6,842-62.2% | $5,982-56.8% |
| Admin fee / account holder | $24,483 | $10,807+126.6% | $9,309+163.0% | $11,246+117.7% |