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 | $124,707 | $152,587-18.3% | $125,175-0.4% | $152,861-18.4% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 26.56% | 54.84%-28.3pp | 43.79%-17.2pp | 345.32%-318.8pp |
| Employer contribution / active EE | $1,717 | $4,946-65.3% | $3,865-55.6% | $4,762-63.9% |
| Participant deferral / active EE | $5,068 | $5,868-13.6% | $4,937+2.7% | $5,850-13.4% |
| Admin fee / account holder | $7,260 | $13,434-46.0% | $9,702-25.2% | $11,596-37.4% |