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 | $127,392 | $135,952-6.3% | $123,892+2.8% | $273,961-53.5% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 6.65% | 56.63%-50.0pp | 47.52%-40.9pp | 41.45%-34.8pp |
| Employer contribution / active EE | $9,432 | $5,170+82.4% | $4,617+104.3% | $4,869+93.7% |
| Participant deferral / active EE | $5,178 | $6,343-18.4% | $5,984-13.5% | $5,287-2.1% |
| Admin fee / account holder | $767 | $9,817-92.2% | $8,357-90.8% | $10,132-92.4% |