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 | $89,077 | $102,828-13.4% | $105,387-15.5% | $152,861-41.7% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 13.81% | 20.85%-7.0pp | 26.82%-13.0pp | 345.32%-331.5pp |
| Employer contribution / active EE | $7,319 | $4,473+63.6% | $4,213+73.7% | $4,762+53.7% |
| Participant deferral / active EE | $7,859 | $5,465+43.8% | $5,502+42.8% | $5,850+34.3% |
| Admin fee / account holder | $18,285 | $8,683+110.6% | $6,559+178.8% | $11,596+57.7% |