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 | $144,972 | $179,726-19.3% | $156,263-7.2% | $142,382+1.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 18.62% | 77.86%-59.2pp | 59.47%-40.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,556 | $5,069-29.8% | $4,333-17.9% | $4,299-17.3% |
| Participant deferral / active EE | $6,974 | $6,956+0.3% | $6,158+13.2% | $6,507+7.2% |
| Admin fee / account holder | $705 | $17,272-95.9% | $14,255-95.1% | $12,624-94.4% |