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 | $132,338 | $153,772-13.9% | $133,980-1.2% | $273,961-51.7% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.1%+3.8pp | 83.0%+7.9pp |
| Annual return | 8.46% | 36.51%-28.1pp | 29.30%-20.8pp | 41.45%-33.0pp |
| Employer contribution / active EE | $6,655 | $6,029+10.4% | $5,211+27.7% | $4,869+36.7% |
| Participant deferral / active EE | $12,251 | $6,958+76.1% | $6,282+95.0% | $5,287+131.7% |
| Admin fee / account holder | $17,815 | $11,765+51.4% | $9,324+91.1% | $10,132+75.8% |