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 | $129,585 | $112,096+15.6% | $95,952+35.1% | $158,922-18.5% |
| Participation rate | 76.9% | 79.0%-2.1pp | 77.1%-0.2pp | 82.0%-5.0pp |
| Annual return | 14.06% | 171.09%-157.0pp | 91.61%-77.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,563 | $3,198-51.1% | $2,541-38.5% | $4,761-67.2% |
| Participant deferral / active EE | $3,370 | $4,784-29.6% | $4,167-19.1% | $5,982-43.7% |
| Admin fee / account holder | $3,487 | $10,130-65.6% | $6,795-48.7% | $11,246-69.0% |