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 | $165,916 | $149,734+10.8% | $118,925+39.5% | $158,922+4.4% |
| Participation rate | 81.8% | 82.1%-0.3pp | 75.4%+6.4pp | 82.0%-0.1pp |
| Annual return | 15.39% | 19.95%-4.6pp | 35.88%-20.5pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,724 | $4,115-58.1% | $3,263-47.1% | $4,761-63.8% |
| Participant deferral / active EE | $4,380 | $5,223-16.1% | $4,265+2.7% | $5,982-26.8% |
| Admin fee / account holder | $7,168 | $8,603-16.7% | $6,581+8.9% | $11,246-36.3% |