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 7-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 | $201,180 | $172,111+16.9% | $150,298+33.9% | $137,256+46.6% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 13.44% | 69.37%-55.9pp | 62.79%-49.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,895 | $4,636-37.6% | $4,154-30.3% | $4,156-30.3% |
| Participant deferral / active EE | $7,019 | $6,166+13.8% | $5,453+28.7% | $6,407+9.5% |
| Admin fee / account holder | $13,372 | $16,471-18.8% | $14,116-5.3% | $12,270+9.0% |