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 | $130,570 | $152,587-14.4% | $125,175+4.3% | $152,861-14.6% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.4%-11.0pp |
| Annual return | 18.37% | 54.84%-36.5pp | 43.79%-25.4pp | 345.32%-326.9pp |
| Employer contribution / active EE | $2,156 | $4,946-56.4% | $3,865-44.2% | $4,762-54.7% |
| Participant deferral / active EE | $8,074 | $5,868+37.6% | $4,937+63.5% | $5,850+38.0% |
| Admin fee / account holder | $928 | $13,434-93.1% | $9,702-90.4% | $11,596-92.0% |