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 | $136,460 | $157,256-13.2% | $141,162-3.3% | $152,861-10.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 26.43% | 64.32%-37.9pp | 71.39%-45.0pp | 345.32%-318.9pp |
| Employer contribution / active EE | $2,530 | $5,261-51.9% | $4,735-46.6% | $4,762-46.9% |
| Participant deferral / active EE | $6,744 | $7,109-5.1% | $6,709+0.5% | $5,850+15.3% |
| Admin fee / account holder | $3,872 | $12,120-68.1% | $10,261-62.3% | $11,596-66.6% |