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 | $133,378 | $110,257+21.0% | $96,544+38.2% | $139,434-4.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 12.48% | 26.32%-13.8pp | 25.84%-13.4pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,220 | $3,620-38.7% | $2,965-25.1% | $4,751-53.3% |
| Participant deferral / active EE | $0 | $5,548-100.0% | $4,851-100.0% | $6,710-100.0% |
| Admin fee / account holder | $1,129 | $11,591-90.3% | $8,252-86.3% | $11,403-90.1% |