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 | $132,074 | $185,822-28.9% | $169,993-22.3% | $139,434-5.3% |
| Participation rate | 93.8% | 87.8%+6.0pp | 87.0%+6.8pp | 80.3%+13.4pp |
| Annual return | 20.77% | 60.50%-39.7pp | 53.37%-32.6pp | 372.94%-352.2pp |
| Employer contribution / active EE | $3,910 | $7,590-48.5% | $6,785-42.4% | $4,751-17.7% |
| Participant deferral / active EE | $6,257 | $11,622-46.2% | $10,408-39.9% | $6,710-6.8% |
| Admin fee / account holder | $1,959 | $15,381-87.3% | $12,815-84.7% | $11,403-82.8% |