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 | $135,929 | $165,335-17.8% | $149,696-9.2% | $158,922-14.5% |
| Participation rate | 85.0% | 84.6%+0.4pp | 82.5%+2.5pp | 82.0%+3.0pp |
| Annual return | 16.16% | 348.15%-332.0pp | 276.60%-260.4pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,435 | $5,103-71.9% | $4,644-69.1% | $4,761-69.9% |
| Participant deferral / active EE | $8,870 | $7,181+23.5% | $6,842+29.7% | $5,982+48.3% |
| Admin fee / account holder | $6,837 | $10,807-36.7% | $9,309-26.6% | $11,246-39.2% |