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 | $113,955 | $185,822-38.7% | $169,993-33.0% | $139,434-18.3% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 17.49% | 60.50%-43.0pp | 53.37%-35.9pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,711 | $7,590-77.5% | $6,785-74.8% | $4,751-64.0% |
| Participant deferral / active EE | $3,831 | $11,622-67.0% | $10,408-63.2% | $6,710-42.9% |
| Admin fee / account holder | $16,894 | $15,381+9.8% | $12,815+31.8% | $11,403+48.2% |