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 | $112,539 | $148,534-24.2% | $135,903-17.2% | $139,434-19.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 15.17% | 79.19%-64.0pp | 68.23%-53.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $5,751 | $5,243+9.7% | $4,856+18.4% | $4,751+21.1% |
| Participant deferral / active EE | $10,716 | $8,100+32.3% | $7,758+38.1% | $6,710+59.7% |
| Admin fee / account holder | $2,320 | $12,400-81.3% | $10,762-78.4% | $11,403-79.7% |