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 | $167,270 | $154,117+8.5% | $129,995+28.7% | $139,434+20.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 13.49% | 32.48%-19.0pp | -137.18%+150.7pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,583 | $5,289-70.1% | $4,320-63.4% | $4,751-66.7% |
| Participant deferral / active EE | $3,161 | $6,710-52.9% | $5,820-45.7% | $6,710-52.9% |
| Admin fee / account holder | $2,602 | $14,007-81.4% | $10,614-75.5% | $11,403-77.2% |