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 | $136,953 | $185,822-26.3% | $169,993-19.4% | $139,434-1.8% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 13.74% | 60.50%-46.8pp | 53.37%-39.6pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,960 | $7,590-61.0% | $6,785-56.4% | $4,751-37.7% |
| Participant deferral / active EE | $6,974 | $11,622-40.0% | $10,408-33.0% | $6,710+3.9% |
| Admin fee / account holder | $8,673 | $15,381-43.6% | $12,815-32.3% | $11,403-23.9% |