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 | $135,320 | $159,602-15.2% | $150,045-9.8% | $142,382-5.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 13.08% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $5,954 | $4,961+20.0% | $4,693+26.9% | $4,299+38.5% |
| Participant deferral / active EE | $11,511 | $8,310+38.5% | $7,997+43.9% | $6,507+76.9% |
| Admin fee / account holder | $74,632 | $14,846+402.7% | $13,435+455.5% | $12,624+491.2% |