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 | $116,175 | $98,240+18.3% | $82,313+41.1% | $147,584-21.3% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.5pp | 82.8%-11.4pp |
| Annual return | 13.88% | 30.85%-17.0pp | 25.88%-12.0pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,551 | $3,192-51.4% | $2,428-36.1% | $4,876-68.2% |
| Participant deferral / active EE | $5,068 | $4,383+15.6% | $3,706+36.8% | $5,439-6.8% |
| Admin fee / account holder | $1,686 | $8,563-80.3% | $5,608-69.9% | $10,885-84.5% |