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 | $161,045 | $177,572-9.3% | $154,803+4.0% | $142,382+13.1% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 22.82% | 65.07%-42.2pp | 58.88%-36.1pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,437 | $4,810-70.1% | $4,305-66.6% | $4,299-66.6% |
| Participant deferral / active EE | $8,042 | $6,272+28.2% | $5,540+45.1% | $6,507+23.6% |
| Admin fee / account holder | $1,514 | $16,786-91.0% | $14,329-89.4% | $12,624-88.0% |