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 | $129,849 | $165,984-21.8% | $164,813-21.2% | $145,922-11.0% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 15.11% | 100.03%-84.9pp | 69.93%-54.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,208 | $5,273-58.1% | $4,341-49.1% | $4,660-52.6% |
| Participant deferral / active EE | $8,331 | $6,959+19.7% | $6,031+38.1% | $6,688+24.6% |
| Admin fee / account holder | $7,987 | $16,648-52.0% | $12,690-37.1% | $13,397-40.4% |