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 | $113,413 | $100,970+12.3% | $96,576+17.4% | $137,256-17.4% |
| Participation rate | 94.1% | 82.6%+11.5pp | 81.4%+12.7pp | 80.0%+14.2pp |
| Annual return | 17.72% | 38.16%-20.4pp | 38.47%-20.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,328 | $3,809-12.6% | $3,553-6.3% | $4,156-19.9% |
| Participant deferral / active EE | $8,765 | $8,286+5.8% | $7,956+10.2% | $6,407+36.8% |
| Admin fee / account holder | $1,995 | $11,312-82.4% | $11,381-82.5% | $12,270-83.7% |