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 | $203,271 | $198,466+2.4% | $170,442+19.3% | $147,584+37.7% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 11.09% | 257.29%-246.2pp | 205.93%-194.8pp | 578.55%-567.5pp |
| Employer contribution / active EE | $5,630 | $6,184-8.9% | $5,433+3.6% | $4,876+15.5% |
| Participant deferral / active EE | $7,435 | $5,629+32.1% | $4,939+50.5% | $5,439+36.7% |
| Admin fee / account holder | $14,802 | $16,852-12.2% | $13,880+6.6% | $10,885+36.0% |