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 | $159,602-16.4% | $150,045-11.1% | $142,382-6.3% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 17.89% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,971 | $4,961-19.9% | $4,693-15.4% | $4,299-7.6% |
| Participant deferral / active EE | $10,981 | $8,310+32.1% | $7,997+37.3% | $6,507+68.7% |
| Admin fee / account holder | $1,530 | $14,846-89.7% | $13,435-88.6% | $12,624-87.9% |