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 | $128,359 | $177,572-27.7% | $154,803-17.1% | $142,382-9.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 17.57% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,784 | $4,810-21.3% | $4,305-12.1% | $4,299-12.0% |
| Participant deferral / active EE | $8,270 | $6,272+31.9% | $5,540+49.3% | $6,507+27.1% |
| Admin fee / account holder | $36,220 | $16,786+115.8% | $14,329+152.8% | $12,624+186.9% |