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 | $142,348 | $227,553-37.4% | $189,557-24.9% | $167,490-15.0% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.4%+10.4pp | 82.1%+6.8pp |
| Annual return | 18.23% | 78.40%-60.2pp | 64.17%-45.9pp | 478.56%-460.3pp |
| Employer contribution / active EE | $4,308 | $5,316-19.0% | $4,412-2.4% | $4,837-10.9% |
| Participant deferral / active EE | $6,197 | $7,002-11.5% | $6,174+0.4% | $6,341-2.3% |
| Admin fee / account holder | $3,393 | $11,878-71.4% | $9,807-65.4% | $12,309-72.4% |