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 | $139,167 | $179,726-22.6% | $156,263-10.9% | $142,382-2.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 15.16% | 77.86%-62.7pp | 59.47%-44.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,737 | $5,069-6.6% | $4,333+9.3% | $4,299+10.2% |
| Participant deferral / active EE | $6,746 | $6,956-3.0% | $6,158+9.5% | $6,507+3.7% |
| Admin fee / account holder | $19,423 | $17,272+12.5% | $14,255+36.3% | $12,624+53.9% |