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 | $137,527 | $111,754+23.1% | $103,333+33.1% | $145,922-5.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.90% | 24.77%-7.9pp | 24.88%-8.0pp | 561.29%-544.4pp |
| Employer contribution / active EE | $4,908 | $4,212+16.5% | $3,868+26.9% | $4,660+5.3% |
| Participant deferral / active EE | $7,000 | $5,619+24.6% | $5,057+38.4% | $6,688+4.7% |
| Admin fee / account holder | $9,624 | $9,750-1.3% | $8,355+15.2% | $13,397-28.2% |