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 | $142,840 | $183,519-22.2% | $155,509-8.1% | $145,922-2.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.35% | 61.17%-48.8pp | 64.67%-52.3pp | 561.29%-548.9pp |
| Employer contribution / active EE | $13,211 | $5,313+148.7% | $4,672+182.7% | $4,660+183.5% |
| Participant deferral / active EE | $9,625 | $6,462+48.9% | $5,626+71.1% | $6,688+43.9% |
| Admin fee / account holder | $955 | $19,313-95.1% | $15,912-94.0% | $13,397-92.9% |