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 | $178,624 | $162,781+9.7% | $133,956+33.3% | $158,922+12.4% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 13.94% | 41.94%-28.0pp | 45.09%-31.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $4,965 | $4,975-0.2% | $3,919+26.7% | $4,761+4.3% |
| Participant deferral / active EE | $4,202 | $5,911-28.9% | $5,048-16.7% | $5,982-29.8% |
| Admin fee / account holder | $24,683 | $11,736+110.3% | $8,927+176.5% | $11,246+119.5% |