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 | $135,054 | $177,572-23.9% | $154,803-12.8% | $142,382-5.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 16.42% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,528 | $4,810-47.5% | $4,305-41.3% | $4,299-41.2% |
| Participant deferral / active EE | $6,177 | $6,272-1.5% | $5,540+11.5% | $6,507-5.1% |
| Admin fee / account holder | $1,498 | $16,786-91.1% | $14,329-89.5% | $12,624-88.1% |