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 | $143,188 | $177,572-19.4% | $154,803-7.5% | $142,382+0.6% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 12.58% | 65.07%-52.5pp | 58.88%-46.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,329 | $4,810-72.4% | $4,305-69.1% | $4,299-69.1% |
| Participant deferral / active EE | $3,849 | $6,272-38.6% | $5,540-30.5% | $6,507-40.9% |
| Admin fee / account holder | $2,459 | $16,786-85.4% | $14,329-82.8% | $12,624-80.5% |