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 | $127,212 | $197,591-35.6% | $177,821-28.5% | $158,922-20.0% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 9.75% | 58.76%-49.0pp | 48.32%-38.6pp | 302.83%-293.1pp |
| Employer contribution / active EE | $3,676 | $6,697-45.1% | $5,918-37.9% | $4,761-22.8% |
| Participant deferral / active EE | $15,413 | $8,405+83.4% | $7,714+99.8% | $5,982+157.6% |
| Admin fee / account holder | $82,979 | $15,399+438.9% | $12,427+567.7% | $11,246+637.9% |