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 | $133,692 | $162,781-17.9% | $133,956-0.2% | $158,922-15.9% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 20.15% | 41.94%-21.8pp | 45.09%-24.9pp | 302.83%-282.7pp |
| Employer contribution / active EE | $1,929 | $4,975-61.2% | $3,919-50.8% | $4,761-59.5% |
| Participant deferral / active EE | $10,547 | $5,911+78.4% | $5,048+108.9% | $5,982+76.3% |
| Admin fee / account holder | $1,638 | $11,736-86.0% | $8,927-81.7% | $11,246-85.4% |