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 | $135,322 | $117,841+14.8% | $102,423+32.1% | $145,922-7.3% |
| Participation rate | 76.5% | 78.6%-2.1pp | 76.5%0pp | 80.3%-3.8pp |
| Annual return | 9.17% | 31.65%-22.5pp | 29.32%-20.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,509 | $3,615-58.2% | $3,023-50.1% | $4,660-67.6% |
| Participant deferral / active EE | $3,500 | $5,731-38.9% | $5,053-30.7% | $6,688-47.7% |
| Admin fee / account holder | $1,074 | $13,326-91.9% | $9,451-88.6% | $13,397-92.0% |