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 | $130,411 | $159,602-18.3% | $150,045-13.1% | $142,382-8.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 18.88% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,704 | $4,961-25.3% | $4,693-21.1% | $4,299-13.8% |
| Participant deferral / active EE | $8,368 | $8,310+0.7% | $7,997+4.6% | $6,507+28.6% |
| Admin fee / account holder | $2,352 | $14,846-84.2% | $13,435-82.5% | $12,624-81.4% |