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 | $123,737 | $228,332-45.8% | $185,823-33.4% | $158,922-22.1% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 23.52% | 40.80%-17.3pp | 35.95%-12.4pp | 302.83%-279.3pp |
| Employer contribution / active EE | $2,483 | $4,967-50.0% | $4,087-39.3% | $4,761-47.9% |
| Participant deferral / active EE | $6,306 | $6,415-1.7% | $5,632+12.0% | $5,982+5.4% |
| Admin fee / account holder | $903 | $11,864-92.4% | $9,500-90.5% | $11,246-92.0% |