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 | $138,968 | $165,335-15.9% | $149,696-7.2% | $158,922-12.6% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 15.68% | 348.15%-332.5pp | 276.60%-260.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,961 | $5,103-61.6% | $4,644-57.8% | $4,761-58.8% |
| Participant deferral / active EE | $7,403 | $7,181+3.1% | $6,842+8.2% | $5,982+23.7% |
| Admin fee / account holder | $1,689 | $10,807-84.4% | $9,309-81.9% | $11,246-85.0% |