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 | $119,601 | $154,228-22.5% | $145,433-17.8% | $137,256-12.9% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 15.79% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,837 | $4,804-20.1% | $4,554-15.7% | $4,156-7.7% |
| Participant deferral / active EE | $6,352 | $8,216-22.7% | $7,897-19.6% | $6,407-0.8% |
| Admin fee / account holder | $13,225 | $14,344-7.8% | $13,129+0.7% | $12,270+7.8% |