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 | $169,407 | $157,256+7.7% | $141,162+20.0% | $152,861+10.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 25.52% | 64.32%-38.8pp | 71.39%-45.9pp | 345.32%-319.8pp |
| Employer contribution / active EE | $2,178 | $5,261-58.6% | $4,735-54.0% | $4,762-54.3% |
| Participant deferral / active EE | $4,749 | $7,109-33.2% | $6,709-29.2% | $5,850-18.8% |
| Admin fee / account holder | $2,476 | $12,120-79.6% | $10,261-75.9% | $11,596-78.7% |