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 | $114,710 | $152,587-24.8% | $125,175-8.4% | $152,861-25.0% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 27.16% | 54.84%-27.7pp | 43.79%-16.6pp | 345.32%-318.2pp |
| Employer contribution / active EE | $2,241 | $4,946-54.7% | $3,865-42.0% | $4,762-52.9% |
| Participant deferral / active EE | $3,627 | $5,868-38.2% | $4,937-26.5% | $5,850-38.0% |
| Admin fee / account holder | $1,634 | $13,434-87.8% | $9,702-83.2% | $11,596-85.9% |