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 | $187,191 | $162,781+15.0% | $133,956+39.7% | $158,922+17.8% |
| Participation rate | 72.2% | 83.2%-11.0pp | 79.8%-7.6pp | 82.0%-9.7pp |
| Annual return | 11.05% | 41.94%-30.9pp | 45.09%-34.0pp | 302.83%-291.8pp |
| Employer contribution / active EE | $2,092 | $4,975-58.0% | $3,919-46.6% | $4,761-56.1% |
| Participant deferral / active EE | $7,823 | $5,911+32.3% | $5,048+55.0% | $5,982+30.8% |
| Admin fee / account holder | $1,237 | $11,736-89.5% | $8,927-86.1% | $11,246-89.0% |