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 | $118,554 | $197,591-40.0% | $177,821-33.3% | $158,922-25.4% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 9.74% | 58.76%-49.0pp | 48.32%-38.6pp | 302.83%-293.1pp |
| Employer contribution / active EE | $5,152 | $6,697-23.1% | $5,918-12.9% | $4,761+8.2% |
| Participant deferral / active EE | $3,777 | $8,405-55.1% | $7,714-51.0% | $5,982-36.9% |
| Admin fee / account holder | $9,006 | $15,399-41.5% | $12,427-27.5% | $11,246-19.9% |