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 | $103,717 | $74,888+38.5% | $71,209+45.7% | $142,382-27.2% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.1%-7.4pp |
| Annual return | 13.56% | 345.14%-331.6pp | 282.51%-269.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,826 | $2,854-1.0% | $2,721+3.8% | $4,299-34.3% |
| Participant deferral / active EE | $5,703 | $4,454+28.0% | $4,175+36.6% | $6,507-12.4% |
| Admin fee / account holder | $1,608 | $5,568-71.1% | $5,349-69.9% | $12,624-87.3% |