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 | $158,810 | $197,591-19.6% | $177,821-10.7% | $158,922-0.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 13.28% | 58.76%-45.5pp | 48.32%-35.0pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,858 | $6,697-57.3% | $5,918-51.7% | $4,761-40.0% |
| Participant deferral / active EE | $7,660 | $8,405-8.9% | $7,714-0.7% | $5,982+28.0% |
| Admin fee / account holder | $36,486 | $15,399+136.9% | $12,427+193.6% | $11,246+224.4% |