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 | $198,104 | $228,332-13.2% | $185,823+6.6% | $158,922+24.7% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 6.39% | 40.80%-34.4pp | 35.95%-29.6pp | 302.83%-296.4pp |
| Employer contribution / active EE | $3,109 | $4,967-37.4% | $4,087-23.9% | $4,761-34.7% |
| Participant deferral / active EE | $9,406 | $6,415+46.6% | $5,632+67.0% | $5,982+57.2% |
| Admin fee / account holder | $2,152 | $11,864-81.9% | $9,500-77.4% | $11,246-80.9% |