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 | $117,383 | $197,591-40.6% | $177,821-34.0% | $158,922-26.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 14.66% | 58.76%-44.1pp | 48.32%-33.7pp | 302.83%-288.2pp |
| Employer contribution / active EE | $6,724 | $6,697+0.4% | $5,918+13.6% | $4,761+41.2% |
| Participant deferral / active EE | $6,764 | $8,405-19.5% | $7,714-12.3% | $5,982+13.1% |
| Admin fee / account holder | $1,151 | $15,399-92.5% | $12,427-90.7% | $11,246-89.8% |