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 | $163,172 | $183,519-11.1% | $155,509+4.9% | $145,922+11.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.41% | 61.17%-48.8pp | 64.67%-52.3pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,798 | $5,313-66.2% | $4,672-61.5% | $4,660-61.4% |
| Participant deferral / active EE | $6,868 | $6,462+6.3% | $5,626+22.1% | $6,688+2.7% |
| Admin fee / account holder | $2,965 | $19,313-84.6% | $15,912-81.4% | $13,397-77.9% |