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 | $122,438 | $165,335-25.9% | $149,696-18.2% | $158,922-23.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 24.56% | 348.15%-323.6pp | 276.60%-252.0pp | 302.83%-278.3pp |
| Employer contribution / active EE | $13,613 | $5,103+166.8% | $4,644+193.1% | $4,761+185.9% |
| Participant deferral / active EE | $8,895 | $7,181+23.9% | $6,842+30.0% | $5,982+48.7% |
| Admin fee / account holder | $3,407 | $10,807-68.5% | $9,309-63.4% | $11,246-69.7% |