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 | $133,498 | $166,020-19.6% | $164,866-19.0% | $145,959-8.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 16.22% | 100.08%-83.9pp | 69.97%-53.8pp | 561.95%-545.7pp |
| Employer contribution / active EE | $2,133 | $5,275-59.6% | $4,343-50.9% | $4,661-54.2% |
| Participant deferral / active EE | $4,671 | $6,961-32.9% | $6,033-22.6% | $6,689-30.2% |
| Admin fee / account holder | $419 | $16,644-97.5% | $12,689-96.7% | $13,398-96.9% |