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 | $153,677 | $228,332-32.7% | $185,823-17.3% | $158,922-3.3% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 15.43% | 40.80%-25.4pp | 35.95%-20.5pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,711 | $4,967-45.4% | $4,087-33.7% | $4,761-43.1% |
| Participant deferral / active EE | $5,426 | $6,415-15.4% | $5,632-3.7% | $5,982-9.3% |
| Admin fee / account holder | $7,768 | $11,864-34.5% | $9,500-18.2% | $11,246-30.9% |