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 | $146,691 | $176,812-17.0% | $146,6650% | $167,490-12.4% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 10.46% | 24.03%-13.6pp | 22.74%-12.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $2,603 | $5,160-49.6% | $4,136-37.1% | $4,837-46.2% |
| Participant deferral / active EE | $8,956 | $6,440+39.1% | $5,506+62.7% | $6,341+41.2% |
| Admin fee / account holder | $582 | $13,259-95.6% | $10,280-94.3% | $12,309-95.3% |