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 | $120,296 | $177,572-32.3% | $154,803-22.3% | $142,382-15.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 20.02% | 65.07%-45.0pp | 58.88%-38.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,102 | $4,810-35.5% | $4,305-27.9% | $4,299-27.8% |
| Participant deferral / active EE | $7,547 | $6,272+20.3% | $5,540+36.2% | $6,507+16.0% |
| Admin fee / account holder | $14,260 | $16,786-15.0% | $14,329-0.5% | $12,624+13.0% |