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 | $96,931 | $135,952-28.7% | $123,892-21.8% | $273,961-64.6% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 10.29% | 56.63%-46.3pp | 47.52%-37.2pp | 41.45%-31.2pp |
| Employer contribution / active EE | $5,474 | $5,170+5.9% | $4,617+18.6% | $4,869+12.4% |
| Participant deferral / active EE | $7,160 | $6,343+12.9% | $5,984+19.6% | $5,287+35.4% |
| Admin fee / account holder | $19,490 | $9,817+98.5% | $8,357+133.2% | $10,132+92.4% |