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 | $133,387 | $162,781-18.1% | $133,956-0.4% | $158,922-16.1% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 29.01% | 41.94%-12.9pp | 45.09%-16.1pp | 302.83%-273.8pp |
| Employer contribution / active EE | $2,124 | $4,975-57.3% | $3,919-45.8% | $4,761-55.4% |
| Participant deferral / active EE | $5,323 | $5,911-10.0% | $5,048+5.4% | $5,982-11.0% |
| Admin fee / account holder | $3,251 | $11,736-72.3% | $8,927-63.6% | $11,246-71.1% |