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 | $142,992 | $214,378-33.3% | $200,582-28.7% | $142,382+0.4% |
| Participation rate | 78.3% | 87.4%-9.2pp | 86.9%-8.6pp | 80.1%-1.9pp |
| Annual return | 16.34% | 46.41%-30.1pp | 42.33%-26.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $5,521 | $6,841-19.3% | $6,419-14.0% | $4,299+28.4% |
| Participant deferral / active EE | $6,533 | $9,865-33.8% | $9,331-30.0% | $6,507+0.4% |
| Admin fee / account holder | $2,108 | $17,692-88.1% | $16,305-87.1% | $12,624-83.3% |