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 | $126,414 | $157,256-19.6% | $141,162-10.4% | $152,861-17.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 15.35% | 64.32%-49.0pp | 71.39%-56.0pp | 345.32%-330.0pp |
| Employer contribution / active EE | $1,905 | $5,261-63.8% | $4,735-59.8% | $4,762-60.0% |
| Participant deferral / active EE | $7,946 | $7,109+11.8% | $6,709+18.4% | $5,850+35.8% |
| Admin fee / account holder | $2,957 | $12,120-75.6% | $10,261-71.2% | $11,596-74.5% |