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 | $123,324 | $152,587-19.2% | $125,175-1.5% | $152,861-19.3% |
| Participation rate | 70.6% | 83.3%-12.7pp | 79.8%-9.2pp | 82.4%-11.9pp |
| Annual return | 22.42% | 54.84%-32.4pp | 43.79%-21.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $4,243 | $4,946-14.2% | $3,865+9.8% | $4,762-10.9% |
| Participant deferral / active EE | $5,591 | $5,868-4.7% | $4,937+13.2% | $5,850-4.4% |
| Admin fee / account holder | $11,813 | $13,434-12.1% | $9,702+21.8% | $11,596+1.9% |