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 | $161,352-10.8% | $134,172+7.3% | $137,256+4.9% |
| Participation rate | 93.3% | 78.3%+15.0pp | 72.5%+20.9pp | 80.0%+13.4pp |
| Annual return | 12.10% | 28.72%-16.6pp | 25.30%-13.2pp | 220.34%-208.2pp |
| Employer contribution / active EE | $6,617 | $4,099+61.4% | $3,420+93.5% | $4,156+59.2% |
| Participant deferral / active EE | $3,256 | $5,552-41.4% | $4,690-30.6% | $6,407-49.2% |
| Admin fee / account holder | $1,549 | $15,028-89.7% | $12,016-87.1% | $12,270-87.4% |