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 | $143,414 | $209,336-31.5% | $197,124-27.2% | $137,256+4.5% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 13.27% | 48.09%-34.8pp | 44.34%-31.1pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,865 | $6,591-71.7% | $6,227-70.1% | $4,156-55.1% |
| Participant deferral / active EE | $9,620 | $9,614+0.1% | $9,135+5.3% | $6,407+50.2% |
| Admin fee / account holder | $1,834 | $17,308-89.4% | $16,298-88.7% | $12,270-85.1% |