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 | $131,876 | $161,352-18.3% | $134,172-1.7% | $137,256-3.9% |
| Participation rate | 75.0% | 78.3%-3.3pp | 72.5%+2.5pp | 80.0%-5.0pp |
| Annual return | 10.39% | 28.72%-18.3pp | 25.30%-14.9pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,660 | $4,099-59.5% | $3,420-51.5% | $4,156-60.1% |
| Participant deferral / active EE | $7,053 | $5,552+27.0% | $4,690+50.4% | $6,407+10.1% |
| Admin fee / account holder | $1,317 | $15,028-91.2% | $12,016-89.0% | $12,270-89.3% |