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 | $114,494 | $185,822-38.4% | $169,993-32.6% | $139,434-17.9% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 19.26% | 60.50%-41.2pp | 53.37%-34.1pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,626 | $7,590-65.4% | $6,785-61.3% | $4,751-44.7% |
| Participant deferral / active EE | $10,119 | $11,622-12.9% | $10,408-2.8% | $6,710+50.8% |
| Admin fee / account holder | $12,238 | $15,381-20.4% | $12,815-4.5% | $11,403+7.3% |