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 6-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 | $104,610 | $148,534-29.6% | $135,903-23.0% | $139,434-25.0% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 14.65% | 79.19%-64.5pp | 68.23%-53.6pp | 372.94%-358.3pp |
| Employer contribution / active EE | $2,400 | $5,243-54.2% | $4,856-50.6% | $4,751-49.5% |
| Participant deferral / active EE | $8,082 | $8,100-0.2% | $7,758+4.2% | $6,710+20.4% |
| Admin fee / account holder | $3,948 | $12,400-68.2% | $10,762-63.3% | $11,403-65.4% |