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 | $131,005 | $176,377-25.7% | $134,143-2.3% | $158,922-17.6% |
| Participation rate | 93.8% | 78.7%+15.0pp | 72.2%+21.6pp | 82.0%+11.8pp |
| Annual return | 12.95% | 63.63%-50.7pp | 36.33%-23.4pp | 302.83%-289.9pp |
| Employer contribution / active EE | $4,749 | $5,040-5.8% | $3,704+28.2% | $4,761-0.3% |
| Participant deferral / active EE | $5,036 | $4,091+23.1% | $3,499+43.9% | $5,982-15.8% |
| Admin fee / account holder | $2,056 | $8,718-76.4% | $6,684-69.2% | $11,246-81.7% |