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 | $146,189 | $177,572-17.7% | $154,803-5.6% | $142,382+2.7% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 18.10% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,932 | $4,810-59.8% | $4,305-55.1% | $4,299-55.1% |
| Participant deferral / active EE | $5,118 | $6,272-18.4% | $5,540-7.6% | $6,507-21.4% |
| Admin fee / account holder | $47,952 | $16,786+185.7% | $14,329+234.6% | $12,624+279.9% |