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 | $137,748 | $165,335-16.7% | $149,696-8.0% | $158,922-13.3% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.3pp |
| Annual return | 10.13% | 348.15%-338.0pp | 276.60%-266.5pp | 302.83%-292.7pp |
| Employer contribution / active EE | $2,139 | $5,103-58.1% | $4,644-53.9% | $4,761-55.1% |
| Participant deferral / active EE | $7,573 | $7,181+5.5% | $6,842+10.7% | $5,982+26.6% |
| Admin fee / account holder | $1,597 | $10,807-85.2% | $9,309-82.8% | $11,246-85.8% |