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 | $122,909 | $111,754+10.0% | $103,333+18.9% | $145,922-15.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 17.38% | 24.77%-7.4pp | 24.88%-7.5pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,509 | $4,212-64.2% | $3,868-61.0% | $4,660-67.6% |
| Participant deferral / active EE | $3,060 | $5,619-45.5% | $5,057-39.5% | $6,688-54.2% |
| Admin fee / account holder | $17,077 | $9,750+75.1% | $8,355+104.4% | $13,397+27.5% |