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 | $156,196 | $215,361-27.5% | $171,082-8.7% | $273,961-43.0% |
| Participation rate | 77.8% | 82.0%-4.2pp | 76.7%+1.1pp | 83.0%-5.2pp |
| Annual return | 8.28% | 25.14%-16.9pp | 32.56%-24.3pp | 41.45%-33.2pp |
| Employer contribution / active EE | $5,770 | $4,967+16.2% | $4,002+44.2% | $4,869+18.5% |
| Participant deferral / active EE | $6,564 | $5,543+18.4% | $4,797+36.8% | $5,287+24.2% |
| Admin fee / account holder | $4,257 | $10,846-60.8% | $8,520-50.0% | $10,132-58.0% |