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 | $133,771 | $154,228-13.3% | $145,433-8.0% | $137,256-2.5% |
| Participation rate | 95.7% | 83.8%+11.9pp | 82.1%+13.5pp | 80.0%+15.7pp |
| Annual return | 17.97% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $6,371 | $4,804+32.6% | $4,554+39.9% | $4,156+53.3% |
| Participant deferral / active EE | $14,443 | $8,216+75.8% | $7,897+82.9% | $6,407+125.4% |
| Admin fee / account holder | $821 | $14,344-94.3% | $13,129-93.7% | $12,270-93.3% |