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 | $142,780 | $177,572-19.6% | $154,803-7.8% | $142,382+0.3% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 17.05% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,884 | $4,810-40.1% | $4,305-33.0% | $4,299-32.9% |
| Participant deferral / active EE | $8,521 | $6,272+35.9% | $5,540+53.8% | $6,507+30.9% |
| Admin fee / account holder | $730 | $16,786-95.6% | $14,329-94.9% | $12,624-94.2% |