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 | $136,663 | $185,822-26.5% | $169,993-19.6% | $139,434-2.0% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 15.61% | 60.50%-44.9pp | 53.37%-37.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,992 | $7,590-60.6% | $6,785-55.9% | $4,751-37.0% |
| Participant deferral / active EE | $4,956 | $11,622-57.4% | $10,408-52.4% | $6,710-26.1% |
| Admin fee / account holder | $15,237 | $15,381-0.9% | $12,815+18.9% | $11,403+33.6% |