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 | $134,827 | $162,781-17.2% | $133,956+0.7% | $158,922-15.2% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 11.76% | 41.94%-30.2pp | 45.09%-33.3pp | 302.83%-291.1pp |
| Employer contribution / active EE | $2,119 | $4,975-57.4% | $3,919-45.9% | $4,761-55.5% |
| Participant deferral / active EE | $5,487 | $5,911-7.2% | $5,048+8.7% | $5,982-8.3% |
| Admin fee / account holder | $3,382 | $11,736-71.2% | $8,927-62.1% | $11,246-69.9% |