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 | $165,356 | $149,734+10.4% | $118,925+39.0% | $158,922+4.0% |
| Participation rate | 76.9% | 82.1%-5.2pp | 75.4%+1.5pp | 82.0%-5.0pp |
| Annual return | 7.95% | 19.95%-12.0pp | 35.88%-27.9pp | 302.83%-294.9pp |
| Employer contribution / active EE | $1,862 | $4,115-54.8% | $3,263-42.9% | $4,761-60.9% |
| Participant deferral / active EE | $6,631 | $5,223+26.9% | $4,265+55.5% | $5,982+10.8% |
| Admin fee / account holder | $6,288 | $8,603-26.9% | $6,581-4.5% | $11,246-44.1% |