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 | $155,331 | $214,378-27.5% | $200,582-22.6% | $142,382+9.1% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 14.18% | 46.41%-32.2pp | 42.33%-28.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,728 | $6,841-45.5% | $6,419-41.9% | $4,299-13.3% |
| Participant deferral / active EE | $10,077 | $9,865+2.2% | $9,331+8.0% | $6,507+54.9% |
| Admin fee / account holder | $20,988 | $17,692+18.6% | $16,305+28.7% | $12,624+66.3% |