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 | $131,136 | $112,096+17.0% | $95,952+36.7% | $158,922-17.5% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 13.98% | 171.09%-157.1pp | 91.61%-77.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,228 | $3,198-61.6% | $2,541-51.7% | $4,761-74.2% |
| Participant deferral / active EE | $3,045 | $4,784-36.4% | $4,167-26.9% | $5,982-49.1% |
| Admin fee / account holder | $10,227 | $10,130+1.0% | $6,795+50.5% | $11,246-9.1% |