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 | $117,178 | $152,587-23.2% | $125,175-6.4% | $152,861-23.3% |
| Participation rate | 81.8% | 83.3%-1.5pp | 79.8%+2.0pp | 82.4%-0.6pp |
| Annual return | 17.78% | 54.84%-37.1pp | 43.79%-26.0pp | 345.32%-327.5pp |
| Employer contribution / active EE | $3,098 | $4,946-37.4% | $3,865-19.9% | $4,762-34.9% |
| Participant deferral / active EE | $4,995 | $5,868-14.9% | $4,937+1.2% | $5,850-14.6% |
| Admin fee / account holder | $63,491 | $13,434+372.6% | $9,702+554.4% | $11,596+447.5% |