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 7-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 | $114,040 | $124,425-8.3% | $112,040+1.8% | $137,256-16.9% |
| Participation rate | 73.9% | 79.3%-5.4pp | 76.5%-2.6pp | 80.0%-6.0pp |
| Annual return | 28.39% | 24.72%+3.7pp | 24.52%+3.9pp | 220.34%-192.0pp |
| Employer contribution / active EE | $986 | $3,411-71.1% | $2,954-66.6% | $4,156-76.3% |
| Participant deferral / active EE | $5,786 | $5,718+1.2% | $5,098+13.5% | $6,407-9.7% |
| Admin fee / account holder | $6,809 | $15,207-55.2% | $12,098-43.7% | $12,270-44.5% |