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 | $107,511 | $162,781-34.0% | $133,956-19.7% | $158,922-32.4% |
| Participation rate | 79.2% | 83.2%-4.1pp | 79.8%-0.7pp | 82.0%-2.8pp |
| Annual return | 18.55% | 41.94%-23.4pp | 45.09%-26.5pp | 302.83%-284.3pp |
| Employer contribution / active EE | $2,588 | $4,975-48.0% | $3,919-34.0% | $4,761-45.7% |
| Participant deferral / active EE | $7,967 | $5,911+34.8% | $5,048+57.8% | $5,982+33.2% |
| Admin fee / account holder | $3,434 | $11,736-70.7% | $8,927-61.5% | $11,246-69.5% |