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 | $127,621 | $176,377-27.6% | $134,143-4.9% | $158,922-19.7% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 17.28% | 63.63%-46.3pp | 36.33%-19.0pp | 302.83%-285.5pp |
| Employer contribution / active EE | $194 | $5,040-96.2% | $3,704-94.8% | $4,761-95.9% |
| Participant deferral / active EE | $11,628 | $4,091+184.2% | $3,499+232.3% | $5,982+94.4% |
| Admin fee / account holder | $1,111 | $8,718-87.3% | $6,684-83.4% | $11,246-90.1% |