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 | $139,541 | $152,587-8.6% | $125,175+11.5% | $152,861-8.7% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 25.91% | 54.84%-28.9pp | 43.79%-17.9pp | 345.32%-319.4pp |
| Employer contribution / active EE | $1,761 | $4,946-64.4% | $3,865-54.5% | $4,762-63.0% |
| Participant deferral / active EE | $4,456 | $5,868-24.1% | $4,937-9.7% | $5,850-23.8% |
| Admin fee / account holder | $1,915 | $13,434-85.7% | $9,702-80.3% | $11,596-83.5% |