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 | $31,569 | $154,228-79.5% | $145,433-78.3% | $137,256-77.0% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 12.55% | 74.59%-62.0pp | 66.58%-54.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $4,994 | $4,804+4.0% | $4,554+9.7% | $4,156+20.2% |
| Participant deferral / active EE | $7,669 | $8,216-6.7% | $7,897-2.9% | $6,407+19.7% |
| Admin fee / account holder | $5,015 | $14,344-65.0% | $13,129-61.8% | $12,270-59.1% |