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 | $103,172 | $176,812-41.6% | $146,665-29.7% | $167,490-38.4% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 13.96% | 24.03%-10.1pp | 22.74%-8.8pp | 478.56%-464.6pp |
| Employer contribution / active EE | $5,328 | $5,160+3.2% | $4,136+28.8% | $4,837+10.1% |
| Participant deferral / active EE | $13,621 | $6,440+111.5% | $5,506+147.4% | $6,341+114.8% |
| Admin fee / account holder | $586 | $13,259-95.6% | $10,280-94.3% | $12,309-95.2% |