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 | $163,254 | $179,726-9.2% | $156,263+4.5% | $142,382+14.7% |
| Participation rate | 79.2% | 82.1%-2.9pp | 78.9%+0.3pp | 80.1%-1.0pp |
| Annual return | 12.78% | 77.86%-65.1pp | 59.47%-46.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,605 | $5,069-68.3% | $4,333-63.0% | $4,299-62.7% |
| Participant deferral / active EE | $7,279 | $6,956+4.6% | $6,158+18.2% | $6,507+11.9% |
| Admin fee / account holder | $4,105 | $17,272-76.2% | $14,255-71.2% | $12,624-67.5% |