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 | $106,280 | $124,319-14.5% | $111,297-4.5% | $167,490-36.5% |
| Participation rate | 77.8% | 79.6%-1.8pp | 77.3%+0.5pp | 82.1%-4.3pp |
| Annual return | 14.79% | 37.44%-22.7pp | 54.65%-39.9pp | 478.56%-463.8pp |
| Employer contribution / active EE | $1,554 | $3,435-54.8% | $2,731-43.1% | $4,837-67.9% |
| Participant deferral / active EE | $5,819 | $5,180+12.3% | $4,487+29.7% | $6,341-8.2% |
| Admin fee / account holder | $13,123 | $10,618+23.6% | $7,964+64.8% | $12,309+6.6% |