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 | $131,063 | $177,572-26.2% | $154,803-15.3% | $142,382-7.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 14.22% | 65.07%-50.8pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,349 | $4,810-51.2% | $4,305-45.4% | $4,299-45.4% |
| Participant deferral / active EE | $4,926 | $6,272-21.5% | $5,540-11.1% | $6,507-24.3% |
| Admin fee / account holder | $674 | $16,786-96.0% | $14,329-95.3% | $12,624-94.7% |