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 | $116,704 | $99,032+17.8% | $80,019+45.8% | $135,375-13.8% |
| Participation rate | 78.3% | 78.4%-0.1pp | 75.8%+2.4pp | 82.6%-4.4pp |
| Annual return | 9.64% | 15.39%-5.7pp | 11.22%-1.6pp | 519.73%-510.1pp |
| Employer contribution / active EE | $3,194 | $3,043+4.9% | $2,468+29.4% | $4,779-33.2% |
| Participant deferral / active EE | $4,125 | $4,282-3.7% | $3,686+11.9% | $5,609-26.5% |
| Admin fee / account holder | $33,685 | $10,436+222.8% | $6,521+416.6% | $10,827+211.1% |