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 | $143,931 | $163,101-11.8% | $136,749+5.3% | $142,382+1.1% |
| Participation rate | 93.3% | 78.2%+15.1pp | 72.1%+21.2pp | 80.1%+13.2pp |
| Annual return | 12.10% | 27.54%-15.4pp | 24.33%-12.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $6,617 | $4,117+60.7% | $3,400+94.7% | $4,299+53.9% |
| Participant deferral / active EE | $3,256 | $5,585-41.7% | $4,692-30.6% | $6,507-50.0% |
| Admin fee / account holder | $1,549 | $14,318-89.2% | $11,386-86.4% | $12,624-87.7% |