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 | $156,974 | $228,332-31.3% | $185,823-15.5% | $158,922-1.2% |
| Participation rate | 85.0% | 82.3%+2.7pp | 78.0%+7.0pp | 82.0%+3.0pp |
| Annual return | 17.63% | 40.80%-23.2pp | 35.95%-18.3pp | 302.83%-285.2pp |
| Employer contribution / active EE | $2,709 | $4,967-45.5% | $4,087-33.7% | $4,761-43.1% |
| Participant deferral / active EE | $8,011 | $6,415+24.9% | $5,632+42.2% | $5,982+33.9% |
| Admin fee / account holder | $589 | $11,864-95.0% | $9,500-93.8% | $11,246-94.8% |