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 | $89,251 | $165,335-46.0% | $149,696-40.4% | $158,922-43.8% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 20.97% | 348.15%-327.2pp | 276.60%-255.6pp | 302.83%-281.9pp |
| Employer contribution / active EE | $2,746 | $5,103-46.2% | $4,644-40.9% | $4,761-42.3% |
| Participant deferral / active EE | $6,673 | $7,181-7.1% | $6,842-2.5% | $5,982+11.5% |
| Admin fee / account holder | $10,241 | $10,807-5.2% | $9,309+10.0% | $11,246-8.9% |