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 | $116,796 | $165,984-29.6% | $164,813-29.1% | $145,922-20.0% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 13.37% | 100.03%-86.7pp | 69.93%-56.6pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,975 | $5,273-62.5% | $4,341-54.5% | $4,660-57.6% |
| Participant deferral / active EE | $6,449 | $6,959-7.3% | $6,031+6.9% | $6,688-3.6% |
| Admin fee / account holder | $3,894 | $16,648-76.6% | $12,690-69.3% | $13,397-70.9% |