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 | $175,498 | $179,726-2.4% | $156,263+12.3% | $142,382+23.3% |
| Participation rate | 84.2% | 82.1%+2.1pp | 78.9%+5.3pp | 80.1%+4.1pp |
| Annual return | 13.30% | 77.86%-64.6pp | 59.47%-46.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,901 | $5,069-23.0% | $4,333-10.0% | $4,299-9.3% |
| Participant deferral / active EE | $5,672 | $6,956-18.5% | $6,158-7.9% | $6,507-12.8% |
| Admin fee / account holder | $10,549 | $17,272-38.9% | $14,255-26.0% | $12,624-16.4% |