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 | $116,081 | $162,781-28.7% | $133,956-13.3% | $158,922-27.0% |
| Participation rate | 81.3% | 83.2%-2.0pp | 79.8%+1.4pp | 82.0%-0.7pp |
| Annual return | 17.74% | 41.94%-24.2pp | 45.09%-27.4pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,563 | $4,975-68.6% | $3,919-60.1% | $4,761-67.2% |
| Participant deferral / active EE | $9,229 | $5,911+56.1% | $5,048+82.8% | $5,982+54.3% |
| Admin fee / account holder | $5,640 | $11,736-51.9% | $8,927-36.8% | $11,246-49.8% |