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 | $123,513 | $152,587-19.1% | $125,175-1.3% | $152,861-19.2% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 20.99% | 54.84%-33.8pp | 43.79%-22.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,693 | $4,946-65.8% | $3,865-56.2% | $4,762-64.5% |
| Participant deferral / active EE | $2,803 | $5,868-52.2% | $4,937-43.2% | $5,850-52.1% |
| Admin fee / account holder | $357 | $13,434-97.3% | $9,702-96.3% | $11,596-96.9% |