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 | $143,972 | $185,822-22.5% | $169,993-15.3% | $139,434+3.3% |
| Participation rate | 81.8% | 87.8%-5.9pp | 87.0%-5.2pp | 80.3%+1.5pp |
| Annual return | 12.04% | 60.50%-48.5pp | 53.37%-41.3pp | 372.94%-360.9pp |
| Employer contribution / active EE | $2,223 | $7,590-70.7% | $6,785-67.2% | $4,751-53.2% |
| Participant deferral / active EE | $3,928 | $11,622-66.2% | $10,408-62.3% | $6,710-41.5% |
| Admin fee / account holder | $671 | $15,381-95.6% | $12,815-94.8% | $11,403-94.1% |