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 | $141,588 | $162,781-13.0% | $133,956+5.7% | $158,922-10.9% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 10.14% | 41.94%-31.8pp | 45.09%-34.9pp | 302.83%-292.7pp |
| Employer contribution / active EE | $5,010 | $4,975+0.7% | $3,919+27.9% | $4,761+5.2% |
| Participant deferral / active EE | $9,268 | $5,911+56.8% | $5,048+83.6% | $5,982+54.9% |
| Admin fee / account holder | $9,189 | $11,736-21.7% | $8,927+2.9% | $11,246-18.3% |