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 | $123,238 | $177,572-30.6% | $154,803-20.4% | $142,382-13.4% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.1%+10.2pp | 80.1%+8.1pp |
| Annual return | 11.42% | 65.07%-53.6pp | 58.88%-47.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,610 | $4,810-66.5% | $4,305-62.6% | $4,299-62.5% |
| Participant deferral / active EE | $4,794 | $6,272-23.6% | $5,540-13.5% | $6,507-26.3% |
| Admin fee / account holder | $595 | $16,786-96.5% | $14,329-95.9% | $12,624-95.3% |