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 | $141,405 | $148,534-4.8% | $135,903+4.0% | $139,434+1.4% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.7pp |
| Annual return | 20.67% | 79.19%-58.5pp | 68.23%-47.6pp | 372.94%-352.3pp |
| Employer contribution / active EE | $3,088 | $5,243-41.1% | $4,856-36.4% | $4,751-35.0% |
| Participant deferral / active EE | $8,146 | $8,100+0.6% | $7,758+5.0% | $6,710+21.4% |
| Admin fee / account holder | $1,165 | $12,400-90.6% | $10,762-89.2% | $11,403-89.8% |