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 | $121,324 | $135,952-10.8% | $123,892-2.1% | $273,961-55.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 6.37% | 56.63%-50.3pp | 47.52%-41.1pp | 41.45%-35.1pp |
| Employer contribution / active EE | $10,513 | $5,170+103.4% | $4,617+127.7% | $4,869+115.9% |
| Participant deferral / active EE | $5,061 | $6,343-20.2% | $5,984-15.4% | $5,287-4.3% |
| Admin fee / account holder | $814 | $9,817-91.7% | $8,357-90.3% | $10,132-92.0% |