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 | $171,906 | $228,332-24.7% | $185,823-7.5% | $158,922+8.2% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 6.79% | 40.80%-34.0pp | 35.95%-29.2pp | 302.83%-296.0pp |
| Employer contribution / active EE | $3,542 | $4,967-28.7% | $4,087-13.3% | $4,761-25.6% |
| Participant deferral / active EE | $8,450 | $6,415+31.7% | $5,632+50.0% | $5,982+41.2% |
| Admin fee / account holder | $4,292 | $11,864-63.8% | $9,500-54.8% | $11,246-61.8% |