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 | $102,227 | $149,734-31.7% | $118,925-14.0% | $158,922-35.7% |
| Participation rate | 77.8% | 82.1%-4.3pp | 75.4%+2.4pp | 82.0%-4.2pp |
| Annual return | 22.54% | 19.95%+2.6pp | 35.88%-13.3pp | 302.83%-280.3pp |
| Employer contribution / active EE | $2,628 | $4,115-36.1% | $3,263-19.5% | $4,761-44.8% |
| Participant deferral / active EE | $5,255 | $5,223+0.6% | $4,265+23.2% | $5,982-12.1% |
| Admin fee / account holder | $2,569 | $8,603-70.1% | $6,581-61.0% | $11,246-77.2% |