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 | $172,606 | $202,432-14.7% | $169,368+1.9% | $139,434+23.8% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 16.56% | 531.74%-515.2pp | 405.60%-389.0pp | 372.94%-356.4pp |
| Employer contribution / active EE | $8,331 | $4,692+77.5% | $4,013+107.6% | $4,751+75.4% |
| Participant deferral / active EE | $6,462 | $6,938-6.9% | $6,221+3.9% | $6,710-3.7% |
| Admin fee / account holder | $8,705 | $10,708-18.7% | $9,003-3.3% | $11,403-23.7% |