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 | $144,418 | $228,332-36.8% | $185,823-22.3% | $158,922-9.1% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 18.54% | 40.80%-22.3pp | 35.95%-17.4pp | 302.83%-284.3pp |
| Employer contribution / active EE | $4,657 | $4,967-6.2% | $4,087+13.9% | $4,761-2.2% |
| Participant deferral / active EE | $9,395 | $6,415+46.5% | $5,632+66.8% | $5,982+57.0% |
| Admin fee / account holder | $1,742 | $11,864-85.3% | $9,500-81.7% | $11,246-84.5% |