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 | $124,045 | $167,484-25.9% | $151,611-18.2% | $134,475-7.8% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | 30.99% | 7.80%+23.2pp | 3.33%+27.7pp | 417.96%-387.0pp |
| Employer contribution / active EE | $2,542 | $6,829-62.8% | $6,166-58.8% | $4,740-46.4% |
| Participant deferral / active EE | $15,253 | $8,986+69.7% | $8,363+82.4% | $6,400+138.3% |
| Admin fee / account holder | $3,555 | $13,783-74.2% | $11,616-69.4% | $11,426-68.9% |