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 | $134,888 | $159,602-15.5% | $150,045-10.1% | $142,382-5.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 65.47% | 70.24%-4.8pp | 62.55%+2.9pp | 217.08%-151.6pp |
| Employer contribution / active EE | $4,256 | $4,961-14.2% | $4,693-9.3% | $4,299-1.0% |
| Participant deferral / active EE | $12,058 | $8,310+45.1% | $7,997+50.8% | $6,507+85.3% |
| Admin fee / account holder | $12,340 | $14,846-16.9% | $13,435-8.1% | $12,624-2.2% |