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 | $108,141 | $185,822-41.8% | $169,993-36.4% | $139,434-22.4% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 24.38% | 60.50%-36.1pp | 53.37%-29.0pp | 372.94%-348.6pp |
| Employer contribution / active EE | $2,164 | $7,590-71.5% | $6,785-68.1% | $4,751-54.4% |
| Participant deferral / active EE | $7,383 | $11,622-36.5% | $10,408-29.1% | $6,710+10.0% |
| Admin fee / account holder | $1,117 | $15,381-92.7% | $12,815-91.3% | $11,403-90.2% |