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 | $129,392 | $152,587-15.2% | $125,175+3.4% | $152,861-15.4% |
| Participation rate | 95.5% | 83.3%+12.1pp | 79.8%+15.7pp | 82.4%+13.0pp |
| Annual return | 26.73% | 54.84%-28.1pp | 43.79%-17.1pp | 345.32%-318.6pp |
| Employer contribution / active EE | $3,061 | $4,946-38.1% | $3,865-20.8% | $4,762-35.7% |
| Participant deferral / active EE | $4,334 | $5,868-26.1% | $4,937-12.2% | $5,850-25.9% |
| Admin fee / account holder | $351 | $13,434-97.4% | $9,702-96.4% | $11,596-97.0% |