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 | $141,220 | $177,572-20.5% | $154,803-8.8% | $142,382-0.8% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 13.63% | 65.07%-51.4pp | 58.88%-45.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $6,907 | $4,810+43.6% | $4,305+60.4% | $4,299+60.7% |
| Participant deferral / active EE | $5,204 | $6,272-17.0% | $5,540-6.1% | $6,507-20.0% |
| Admin fee / account holder | $1,221 | $16,786-92.7% | $14,329-91.5% | $12,624-90.3% |