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 | $128,507 | $214,378-40.1% | $200,582-35.9% | $142,382-9.7% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 20.76% | 46.41%-25.6pp | 42.33%-21.6pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,236 | $6,841-52.7% | $6,419-49.6% | $4,299-24.7% |
| Participant deferral / active EE | $6,293 | $9,865-36.2% | $9,331-32.6% | $6,507-3.3% |
| Admin fee / account holder | $752 | $17,692-95.7% | $16,305-95.4% | $12,624-94.0% |