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 | $136,883 | $172,111-20.5% | $150,298-8.9% | $137,256-0.3% |
| Participation rate | 84.6% | 81.7%+2.9pp | 77.8%+6.9pp | 80.0%+4.7pp |
| Annual return | 16.58% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $5,492 | $4,636+18.5% | $4,154+32.2% | $4,156+32.1% |
| Participant deferral / active EE | $6,606 | $6,166+7.1% | $5,453+21.2% | $6,407+3.1% |
| Admin fee / account holder | $371 | $16,471-97.8% | $14,116-97.4% | $12,270-97.0% |