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 | $153,416 | $116,175+32.1% | $93,606+63.9% | $152,861+0.4% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 21.79% | 35.96%-14.2pp | 32.76%-11.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,333 | $3,218-58.6% | $2,718-51.0% | $4,762-72.0% |
| Participant deferral / active EE | $2,319 | $4,603-49.6% | $4,069-43.0% | $5,850-60.4% |
| Admin fee / account holder | $6,260 | $10,748-41.8% | $7,888-20.6% | $11,596-46.0% |