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 | $116,136 | $118,680-2.1% | $98,907+17.4% | $158,922-26.9% |
| Participation rate | 80.0% | 77.8%+2.2pp | 76.0%+4.0pp | 82.0%-2.0pp |
| Annual return | 9.98% | 372.35%-362.4pp | 196.43%-186.4pp | 302.83%-292.8pp |
| Employer contribution / active EE | $3,167 | $3,333-5.0% | $2,689+17.8% | $4,761-33.5% |
| Participant deferral / active EE | $7,947 | $5,088+56.2% | $4,244+87.2% | $5,982+32.8% |
| Admin fee / account holder | $8,263 | $10,131-18.4% | $6,642+24.4% | $11,246-26.5% |