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 | $120,195 | $209,411-42.6% | $178,490-32.7% | $158,922-24.4% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 11.54% | 188.75%-177.2pp | 151.07%-139.5pp | 302.83%-291.3pp |
| Employer contribution / active EE | $4,220 | $5,706-26.1% | $5,011-15.8% | $4,761-11.4% |
| Participant deferral / active EE | $6,831 | $5,954+14.7% | $5,202+31.3% | $5,982+14.2% |
| Admin fee / account holder | $1,411 | $17,074-91.7% | $13,984-89.9% | $11,246-87.5% |