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 | $147,171 | $111,754+31.7% | $103,333+42.4% | $145,922+0.9% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 9.58% | 24.77%-15.2pp | 24.88%-15.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $2,013 | $4,212-52.2% | $3,868-48.0% | $4,660-56.8% |
| Participant deferral / active EE | $9,443 | $5,619+68.1% | $5,057+86.7% | $6,688+41.2% |
| Admin fee / account holder | $4,702 | $9,750-51.8% | $8,355-43.7% | $13,397-64.9% |