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 | $124,032 | $165,335-25.0% | $149,696-17.1% | $158,922-22.0% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 12.18% | 348.15%-336.0pp | 276.60%-264.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $3,033 | $5,103-40.6% | $4,644-34.7% | $4,761-36.3% |
| Participant deferral / active EE | $5,148 | $7,181-28.3% | $6,842-24.8% | $5,982-13.9% |
| Admin fee / account holder | $1,066 | $10,807-90.1% | $9,309-88.5% | $11,246-90.5% |