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 | $138,603 | $177,572-21.9% | $154,803-10.5% | $142,382-2.7% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 17.11% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $6,864 | $4,810+42.7% | $4,305+59.4% | $4,299+59.7% |
| Participant deferral / active EE | $8,162 | $6,272+30.1% | $5,540+47.3% | $6,507+25.4% |
| Admin fee / account holder | $2,111 | $16,786-87.4% | $14,329-85.3% | $12,624-83.3% |