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 | $113,183 | $152,587-25.8% | $125,175-9.6% | $152,861-26.0% |
| Participation rate | 82.4% | 83.3%-1.0pp | 79.8%+2.6pp | 82.4%-0.1pp |
| Annual return | 15.94% | 54.84%-38.9pp | 43.79%-27.8pp | 345.32%-329.4pp |
| Employer contribution / active EE | $1,696 | $4,946-65.7% | $3,865-56.1% | $4,762-64.4% |
| Participant deferral / active EE | $3,772 | $5,868-35.7% | $4,937-23.6% | $5,850-35.5% |
| Admin fee / account holder | $1,370 | $13,434-89.8% | $9,702-85.9% | $11,596-88.2% |