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 | $133,409 | $154,228-13.5% | $145,433-8.3% | $137,256-2.8% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 17.89% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,971 | $4,804-17.3% | $4,554-12.8% | $4,156-4.4% |
| Participant deferral / active EE | $10,981 | $8,216+33.6% | $7,897+39.0% | $6,407+71.4% |
| Admin fee / account holder | $1,530 | $14,344-89.3% | $13,129-88.3% | $12,270-87.5% |