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 | $84,178 | $159,602-47.3% | $150,045-43.9% | $142,382-40.9% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.3%+13.1pp | 80.1%+15.3pp |
| Annual return | 16.77% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $5,084 | $4,961+2.5% | $4,693+8.3% | $4,299+18.3% |
| Participant deferral / active EE | $13,090 | $8,310+57.5% | $7,997+63.7% | $6,507+101.2% |
| Admin fee / account holder | $2,813 | $14,846-81.1% | $13,435-79.1% | $12,624-77.7% |