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 | $122,386 | $197,591-38.1% | $177,821-31.2% | $158,922-23.0% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 13.71% | 58.76%-45.0pp | 48.32%-34.6pp | 302.83%-289.1pp |
| Employer contribution / active EE | $6,888 | $6,697+2.8% | $5,918+16.4% | $4,761+44.7% |
| Participant deferral / active EE | $14,070 | $8,405+67.4% | $7,714+82.4% | $5,982+135.2% |
| Admin fee / account holder | $329 | $15,399-97.9% | $12,427-97.4% | $11,246-97.1% |