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 | $109,733 | $135,952-19.3% | $123,892-11.4% | $273,961-59.9% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 4.17% | 56.63%-52.5pp | 47.52%-43.4pp | 41.45%-37.3pp |
| Employer contribution / active EE | $1,667 | $5,170-67.8% | $4,617-63.9% | $4,869-65.8% |
| Participant deferral / active EE | $7,200 | $6,343+13.5% | $5,984+20.3% | $5,287+36.2% |
| Admin fee / account holder | $2,664 | $9,817-72.9% | $8,357-68.1% | $10,132-73.7% |