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 | $117,125 | $140,940-16.9% | $112,229+4.4% | $139,434-16.0% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 19.10% | 32.71%-13.6pp | 30.20%-11.1pp | 372.94%-353.8pp |
| Employer contribution / active EE | $3,301 | $4,283-22.9% | $3,430-3.8% | $4,751-30.5% |
| Participant deferral / active EE | $8,756 | $5,874+49.1% | $4,798+82.5% | $6,710+30.5% |
| Admin fee / account holder | $1,757 | $9,954-82.4% | $7,748-77.3% | $11,403-84.6% |