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 | $220,644 | $124,281+77.5% | $109,143+102.2% | $167,490+31.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 13.02% | 26.04%-13.0pp | 25.75%-12.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,822 | $4,207-32.9% | $3,722-24.2% | $4,837-41.7% |
| Participant deferral / active EE | $5,095 | $5,255-3.1% | $4,653+9.5% | $6,341-19.7% |
| Admin fee / account holder | $6,279 | $7,970-21.2% | $6,752-7.0% | $12,309-49.0% |