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 | $163,101-16.5% | $136,749-0.4% | $142,382-4.3% |
| Participation rate | 87.0% | 78.2%+8.7pp | 72.1%+14.8pp | 80.1%+6.8pp |
| Annual return | 17.41% | 27.54%-10.1pp | 24.33%-6.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,857 | $4,117-54.9% | $3,400-45.4% | $4,299-56.8% |
| Participant deferral / active EE | $5,011 | $5,585-10.3% | $4,692+6.8% | $6,507-23.0% |
| Admin fee / account holder | $3,726 | $14,318-74.0% | $11,386-67.3% | $12,624-70.5% |