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 | $120,239 | $152,587-21.2% | $125,175-3.9% | $152,861-21.3% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 137.38% | 54.84%+82.5pp | 43.79%+93.6pp | 345.32%-207.9pp |
| Employer contribution / active EE | $1,744 | $4,946-64.7% | $3,865-54.9% | $4,762-63.4% |
| Participant deferral / active EE | $3,084 | $5,868-47.4% | $4,937-37.5% | $5,850-47.3% |
| Admin fee / account holder | $106,710 | $13,434+694.3% | $9,702+999.9% | $11,596+820.2% |