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 | $124,961 | $228,332-45.3% | $185,823-32.8% | $158,922-21.4% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 13.88% | 40.80%-26.9pp | 35.95%-22.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $3,142 | $4,967-36.7% | $4,087-23.1% | $4,761-34.0% |
| Participant deferral / active EE | $5,805 | $6,415-9.5% | $5,632+3.1% | $5,982-3.0% |
| Admin fee / account holder | $1,243 | $11,864-89.5% | $9,500-86.9% | $11,246-89.0% |