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 | $136,248 | $161,352-15.6% | $134,172+1.5% | $137,256-0.7% |
| Participation rate | 87.0% | 78.3%+8.7pp | 72.5%+14.5pp | 80.0%+7.0pp |
| Annual return | 17.41% | 28.72%-11.3pp | 25.30%-7.9pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,857 | $4,099-54.7% | $3,420-45.7% | $4,156-55.3% |
| Participant deferral / active EE | $5,011 | $5,552-9.7% | $4,690+6.8% | $6,407-21.8% |
| Admin fee / account holder | $3,726 | $15,028-75.2% | $12,016-69.0% | $12,270-69.6% |