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 | $132,171 | $197,591-33.1% | $177,821-25.7% | $158,922-16.8% |
| Participation rate | 95.8% | 88.5%+7.3pp | 87.7%+8.1pp | 82.0%+13.9pp |
| Annual return | 16.50% | 58.76%-42.3pp | 48.32%-31.8pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,120 | $6,697-68.4% | $5,918-64.2% | $4,761-55.5% |
| Participant deferral / active EE | $5,387 | $8,405-35.9% | $7,714-30.2% | $5,982-9.9% |
| Admin fee / account holder | $10,496 | $15,399-31.8% | $12,427-15.5% | $11,246-6.7% |