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 | $122,922 | $168,632-27.1% | $147,614-16.7% | $125,391-2.0% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | 0.71% | 77.65%-76.9pp | 61.98%-61.3pp | 282.22%-281.5pp |
| Employer contribution / active EE | $2,584 | $6,252-58.7% | $5,564-53.6% | $4,866-46.9% |
| Participant deferral / active EE | $6,030 | $5,507+9.5% | $4,895+23.2% | $5,352+12.7% |
| Admin fee / account holder | $307 | $13,580-97.7% | $11,611-97.4% | $9,540-96.8% |