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 | $91,197 | $148,534-38.6% | $135,903-32.9% | $139,434-34.6% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 18.05% | 79.19%-61.1pp | 68.23%-50.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,556 | $5,243-51.2% | $4,856-47.4% | $4,751-46.2% |
| Participant deferral / active EE | $6,290 | $8,100-22.4% | $7,758-18.9% | $6,710-6.3% |
| Admin fee / account holder | $9,076 | $12,400-26.8% | $10,762-15.7% | $11,403-20.4% |