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 | $118,387 | $154,117-23.2% | $129,995-8.9% | $139,434-15.1% |
| Participation rate | 82.4% | 82.0%+0.4pp | 78.5%+3.9pp | 80.3%+2.0pp |
| Annual return | 14.69% | 32.48%-17.8pp | -137.18%+151.9pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,537 | $5,289-52.0% | $4,320-41.3% | $4,751-46.6% |
| Participant deferral / active EE | $4,449 | $6,710-33.7% | $5,820-23.6% | $6,710-33.7% |
| Admin fee / account holder | $13,890 | $14,007-0.8% | $10,614+30.9% | $11,403+21.8% |