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 | $131,765 | $167,484-21.3% | $151,611-13.1% | $134,475-2.0% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | 8.79% | 7.80%+1.0pp | 3.33%+5.5pp | 417.96%-409.2pp |
| Employer contribution / active EE | $3,870 | $6,829-43.3% | $6,166-37.2% | $4,740-18.4% |
| Participant deferral / active EE | $5,017 | $8,986-44.2% | $8,363-40.0% | $6,400-21.6% |
| Admin fee / account holder | $19,030 | $13,783+38.1% | $11,616+63.8% | $11,426+66.5% |