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 | $205,438 | $228,332-10.0% | $185,823+10.6% | $158,922+29.3% |
| Participation rate | 78.9% | 82.3%-3.4pp | 78.0%+0.9pp | 82.0%-3.0pp |
| Annual return | 11.87% | 40.80%-28.9pp | 35.95%-24.1pp | 302.83%-291.0pp |
| Employer contribution / active EE | $14,091 | $4,967+183.7% | $4,087+244.7% | $4,761+196.0% |
| Participant deferral / active EE | $16,267 | $6,415+153.6% | $5,632+188.8% | $5,982+171.9% |
| Admin fee / account holder | $4,460 | $11,864-62.4% | $9,500-53.1% | $11,246-60.3% |