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 | $132,887 | $114,381+16.2% | $107,525+23.6% | $142,382-6.7% |
| Participation rate | 78.6% | 78.1%+0.4pp | 75.1%+3.5pp | 80.1%-1.5pp |
| Annual return | 19.00% | 242.71%-223.7pp | 181.32%-162.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,969 | $4,015-51.0% | $3,754-47.5% | $4,299-54.2% |
| Participant deferral / active EE | $4,474 | $5,564-19.6% | $5,116-12.5% | $6,507-31.2% |
| Admin fee / account holder | $861 | $9,860-91.3% | $8,919-90.3% | $12,624-93.2% |