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 | $113,327 | $177,572-36.2% | $154,803-26.8% | $142,382-20.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 15.32% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,032 | $4,810-16.2% | $4,305-6.3% | $4,299-6.2% |
| Participant deferral / active EE | $4,839 | $6,272-22.8% | $5,540-12.7% | $6,507-25.6% |
| Admin fee / account holder | $1,435 | $16,786-91.5% | $14,329-90.0% | $12,624-88.6% |