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 | $129,766 | $162,781-20.3% | $133,956-3.1% | $158,922-18.3% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 16.18% | 41.94%-25.8pp | 45.09%-28.9pp | 302.83%-286.6pp |
| Employer contribution / active EE | $3,412 | $4,975-31.4% | $3,919-12.9% | $4,761-28.3% |
| Participant deferral / active EE | $6,016 | $5,911+1.8% | $5,048+19.2% | $5,982+0.6% |
| Admin fee / account holder | $708 | $11,736-94.0% | $8,927-92.1% | $11,246-93.7% |