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 | $146,518 | $228,332-35.8% | $185,823-21.2% | $158,922-7.8% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 8.27% | 40.80%-32.5pp | 35.95%-27.7pp | 302.83%-294.6pp |
| Employer contribution / active EE | $2,693 | $4,967-45.8% | $4,087-34.1% | $4,761-43.4% |
| Participant deferral / active EE | $1,523 | $6,415-76.3% | $5,632-73.0% | $5,982-74.5% |
| Admin fee / account holder | $3,241 | $11,864-72.7% | $9,500-65.9% | $11,246-71.2% |