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 | $162,633 | $97,750+66.4% | $103,464+57.2% | $145,959+11.4% |
| Participation rate | 92.9% | 81.1%+11.8pp | 80.5%+12.3pp | 80.3%+12.6pp |
| Annual return | 12.99% | 25.43%-12.4pp | 23.91%-10.9pp | 561.95%-549.0pp |
| Employer contribution / active EE | $3,777 | $4,685-19.4% | $4,677-19.2% | $4,661-19.0% |
| Participant deferral / active EE | $6,488 | $6,603-1.7% | $6,624-2.1% | $6,689-3.0% |
| Admin fee / account holder | $1,188 | $12,515-90.5% | $9,410-87.4% | $13,398-91.1% |