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 | $130,114 | $159,602-18.5% | $150,045-13.3% | $142,382-8.6% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 19.33% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $4,676 | $4,961-5.7% | $4,693-0.4% | $4,299+8.8% |
| Participant deferral / active EE | $22,996 | $8,310+176.7% | $7,997+187.6% | $6,507+253.4% |
| Admin fee / account holder | $931 | $14,846-93.7% | $13,435-93.1% | $12,624-92.6% |