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 | $143,524 | $117,841+21.8% | $102,423+40.1% | $145,922-1.6% |
| Participation rate | 78.6% | 78.6%0pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 10.27% | 31.65%-21.4pp | 29.32%-19.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,265 | $3,615-37.3% | $3,023-25.1% | $4,660-51.4% |
| Participant deferral / active EE | $8,570 | $5,731+49.5% | $5,053+69.6% | $6,688+28.1% |
| Admin fee / account holder | $2,284 | $13,326-82.9% | $9,451-75.8% | $13,397-83.0% |