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 | $104,211 | $110,257-5.5% | $96,544+7.9% | $139,434-25.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 16.42% | 26.32%-9.9pp | 25.84%-9.4pp | 372.94%-356.5pp |
| Employer contribution / active EE | $3,566 | $3,620-1.5% | $2,965+20.3% | $4,751-24.9% |
| Participant deferral / active EE | $6,977 | $5,548+25.8% | $4,851+43.8% | $6,710+4.0% |
| Admin fee / account holder | $33,287 | $11,591+187.2% | $8,252+303.4% | $11,403+191.9% |