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 | $95,962 | $135,952-29.4% | $123,892-22.5% | $273,961-65.0% |
| Participation rate | 89.5% | 84.1%+5.4pp | 81.4%+8.1pp | 83.0%+6.5pp |
| Annual return | 6.40% | 56.63%-50.2pp | 47.52%-41.1pp | 41.45%-35.1pp |
| Employer contribution / active EE | $5,520 | $5,170+6.8% | $4,617+19.6% | $4,869+13.4% |
| Participant deferral / active EE | $7,344 | $6,343+15.8% | $5,984+22.7% | $5,287+38.9% |
| Admin fee / account holder | $18,577 | $9,817+89.2% | $8,357+122.3% | $10,132+83.4% |