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 | $145,046 | $162,781-10.9% | $133,956+8.3% | $158,922-8.7% |
| Participation rate | 87.0% | 83.2%+3.7pp | 79.8%+7.1pp | 82.0%+5.0pp |
| Annual return | 20.51% | 41.94%-21.4pp | 45.09%-24.6pp | 302.83%-282.3pp |
| Employer contribution / active EE | $4,149 | $4,975-16.6% | $3,919+5.9% | $4,761-12.9% |
| Participant deferral / active EE | $2,695 | $5,911-54.4% | $5,048-46.6% | $5,982-54.9% |
| Admin fee / account holder | $2,053 | $11,736-82.5% | $8,927-77.0% | $11,246-81.7% |