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 | $135,021 | $177,572-24.0% | $154,803-12.8% | $142,382-5.2% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 19.93% | 65.07%-45.1pp | 58.88%-38.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,926 | $4,810-39.2% | $4,305-32.0% | $4,299-31.9% |
| Participant deferral / active EE | $8,167 | $6,272+30.2% | $5,540+47.4% | $6,507+25.5% |
| Admin fee / account holder | $334 | $16,786-98.0% | $14,329-97.7% | $12,624-97.4% |