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 | $117,905 | $165,984-29.0% | $164,813-28.5% | $145,922-19.2% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 9.50% | 100.03%-90.5pp | 69.93%-60.4pp | 561.29%-551.8pp |
| Employer contribution / active EE | $5,852 | $5,273+11.0% | $4,341+34.8% | $4,660+25.6% |
| Participant deferral / active EE | $8,209 | $6,959+18.0% | $6,031+36.1% | $6,688+22.8% |
| Admin fee / account holder | $26,351 | $16,648+58.3% | $12,690+107.7% | $13,397+96.7% |