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 | $123,462 | $124,281-0.7% | $109,143+13.1% | $167,490-26.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 9.90% | 26.04%-16.1pp | 25.75%-15.8pp | 478.56%-468.7pp |
| Employer contribution / active EE | $16,059 | $4,207+281.7% | $3,722+331.5% | $4,837+232.0% |
| Participant deferral / active EE | $6,566 | $5,255+24.9% | $4,653+41.1% | $6,341+3.5% |
| Admin fee / account holder | $3,659 | $7,970-54.1% | $6,752-45.8% | $12,309-70.3% |