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 | $141,774 | $144,119-1.6% | $117,854+20.3% | $147,584-3.9% |
| Participation rate | 79.2% | 83.4%-4.3pp | 79.7%-0.5pp | 82.8%-3.7pp |
| Annual return | 11.22% | 531.15%-519.9pp | 335.08%-323.9pp | 578.55%-567.3pp |
| Employer contribution / active EE | $2,302 | $4,896-53.0% | $3,786-39.2% | $4,876-52.8% |
| Participant deferral / active EE | $4,831 | $5,316-9.1% | $4,482+7.8% | $5,439-11.2% |
| Admin fee / account holder | $2,519 | $10,886-76.9% | $8,020-68.6% | $10,885-76.9% |