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 | $155,287 | $232,540-33.2% | $185,117-16.1% | $147,584+5.2% |
| Participation rate | 82.4% | 82.4%0pp | 77.3%+5.1pp | 82.8%-0.5pp |
| Annual return | 19.43% | 43.03%-23.6pp | 40.50%-21.1pp | 578.55%-559.1pp |
| Employer contribution / active EE | $4,591 | $5,195-11.6% | $4,182+9.8% | $4,876-5.8% |
| Participant deferral / active EE | $5,941 | $5,834+1.8% | $5,045+17.8% | $5,439+9.2% |
| Admin fee / account holder | $1,788 | $10,275-82.6% | $8,159-78.1% | $10,885-83.6% |