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 | $125,519 | $209,336-40.0% | $197,124-36.3% | $137,256-8.6% |
| Participation rate | 87.0% | 87.3%-0.3pp | 86.7%+0.2pp | 80.0%+7.0pp |
| Annual return | 16.21% | 48.09%-31.9pp | 44.34%-28.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $4,848 | $6,591-26.4% | $6,227-22.2% | $4,156+16.6% |
| Participant deferral / active EE | $7,001 | $9,614-27.2% | $9,135-23.4% | $6,407+9.3% |
| Admin fee / account holder | $1,783 | $17,308-89.7% | $16,298-89.1% | $12,270-85.5% |