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 | $113,280 | $135,952-16.7% | $123,892-8.6% | $273,961-58.7% |
| Participation rate | 82.4% | 84.1%-1.7pp | 81.4%+0.9pp | 83.0%-0.7pp |
| Annual return | 6.96% | 56.63%-49.7pp | 47.52%-40.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $11,656 | $5,170+125.5% | $4,617+152.5% | $4,869+139.4% |
| Participant deferral / active EE | $10,508 | $6,343+65.7% | $5,984+75.6% | $5,287+98.7% |
| Admin fee / account holder | $7,074 | $9,817-27.9% | $8,357-15.3% | $10,132-30.2% |