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 | $98,693 | $124,425-20.7% | $112,040-11.9% | $137,256-28.1% |
| Participation rate | 79.2% | 79.3%-0.1pp | 76.5%+2.7pp | 80.0%-0.8pp |
| Annual return | 13.79% | 24.72%-10.9pp | 24.52%-10.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $3,460 | $3,411+1.4% | $2,954+17.1% | $4,156-16.7% |
| Participant deferral / active EE | $5,010 | $5,718-12.4% | $5,098-1.7% | $6,407-21.8% |
| Admin fee / account holder | $7,571 | $15,207-50.2% | $12,098-37.4% | $12,270-38.3% |