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 | $133,643 | $177,572-24.7% | $154,803-13.7% | $142,382-6.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 19.38% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,678 | $4,810-23.6% | $4,305-14.6% | $4,299-14.5% |
| Participant deferral / active EE | $7,080 | $6,272+12.9% | $5,540+27.8% | $6,507+8.8% |
| Admin fee / account holder | $757 | $16,786-95.5% | $14,329-94.7% | $12,624-94.0% |