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 | $83,401 | $165,335-49.6% | $149,696-44.3% | $158,922-47.5% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 15.81% | 348.15%-332.3pp | 276.60%-260.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $5,247 | $5,103+2.8% | $4,644+13.0% | $4,761+10.2% |
| Participant deferral / active EE | $3,668 | $7,181-48.9% | $6,842-46.4% | $5,982-38.7% |
| Admin fee / account holder | $9,700 | $10,807-10.2% | $9,309+4.2% | $11,246-13.7% |