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 | $190,466 | $210,408-9.5% | $153,485+24.1% | $145,922+30.5% |
| Participation rate | 76.9% | 82.1%-5.2pp | 77.1%-0.2pp | 80.3%-3.4pp |
| Annual return | 18.84% | 13.37%+5.5pp | 15.65%+3.2pp | 561.29%-542.4pp |
| Employer contribution / active EE | $3,380 | $6,048-44.1% | $5,039-32.9% | $4,660-27.5% |
| Participant deferral / active EE | $6,195 | $7,975-22.3% | $6,757-8.3% | $6,688-7.4% |
| Admin fee / account holder | $11,941 | $19,419-38.5% | $12,724-6.2% | $13,397-10.9% |