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 | $169,802 | $177,572-4.4% | $154,803+9.7% | $142,382+19.3% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 17.54% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,421 | $4,810-49.7% | $4,305-43.8% | $4,299-43.7% |
| Participant deferral / active EE | $8,407 | $6,272+34.1% | $5,540+51.7% | $6,507+29.2% |
| Admin fee / account holder | $740 | $16,786-95.6% | $14,329-94.8% | $12,624-94.1% |