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 | $97,827 | $108,919-10.2% | $100,391-2.6% | $145,922-33.0% |
| Participation rate | 71.4% | 82.9%-11.5pp | 81.5%-10.1pp | 80.3%-8.8pp |
| Annual return | 13.46% | 57.88%-44.4pp | 49.20%-35.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $4,919 | $4,419+11.3% | $3,942+24.8% | $4,660+5.6% |
| Participant deferral / active EE | $5,784 | $8,445-31.5% | $8,082-28.4% | $6,688-13.5% |
| Admin fee / account holder | $4,837 | $9,689-50.1% | $7,899-38.8% | $13,397-63.9% |