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 | $35,413 | $177,572-80.1% | $154,803-77.1% | $142,382-75.1% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 14.36% | 65.07%-50.7pp | 58.88%-44.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $5,265 | $4,810+9.5% | $4,305+22.3% | $4,299+22.5% |
| Participant deferral / active EE | $7,958 | $6,272+26.9% | $5,540+43.6% | $6,507+22.3% |
| Admin fee / account holder | $125,836 | $16,786+649.7% | $14,329+778.2% | $12,624+896.8% |