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 | $127,671 | $165,984-23.1% | $164,813-22.5% | $145,922-12.5% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 17.10% | 100.03%-82.9pp | 69.93%-52.8pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,450 | $5,273-72.5% | $4,341-66.6% | $4,660-68.9% |
| Participant deferral / active EE | $6,118 | $6,959-12.1% | $6,031+1.4% | $6,688-8.5% |
| Admin fee / account holder | $1,087 | $16,648-93.5% | $12,690-91.4% | $13,397-91.9% |