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 | $114,862 | $165,984-30.8% | $164,813-30.3% | $145,922-21.3% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 14.93% | 100.03%-85.1pp | 69.93%-55.0pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,667 | $5,273-49.4% | $4,341-38.6% | $4,660-42.8% |
| Participant deferral / active EE | $7,613 | $6,959+9.4% | $6,031+26.2% | $6,688+13.8% |
| Admin fee / account holder | $15,355 | $16,648-7.8% | $12,690+21.0% | $13,397+14.6% |