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 | $136,568 | $159,602-14.4% | $150,045-9.0% | $142,382-4.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 13.88% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $12,864 | $4,961+159.3% | $4,693+174.1% | $4,299+199.2% |
| Participant deferral / active EE | $7,148 | $8,310-14.0% | $7,997-10.6% | $6,507+9.8% |
| Admin fee / account holder | $5,752 | $14,846-61.3% | $13,435-57.2% | $12,624-54.4% |