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 | $134,167 | $154,117-12.9% | $129,995+3.2% | $139,434-3.8% |
| Participation rate | 81.0% | 82.0%-1.0pp | 78.5%+2.5pp | 80.3%+0.6pp |
| Annual return | 17.81% | 32.48%-14.7pp | -137.18%+155.0pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,474 | $5,289-53.2% | $4,320-42.7% | $4,751-47.9% |
| Participant deferral / active EE | $6,117 | $6,710-8.8% | $5,820+5.1% | $6,710-8.8% |
| Admin fee / account holder | $13,144 | $14,007-6.2% | $10,614+23.8% | $11,403+15.3% |