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 | $141,620 | $177,572-20.2% | $154,803-8.5% | $142,382-0.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 13.63% | 65.07%-51.4pp | 58.88%-45.3pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,265 | $4,810-32.1% | $4,305-24.2% | $4,299-24.1% |
| Participant deferral / active EE | $6,963 | $6,272+11.0% | $5,540+25.7% | $6,507+7.0% |
| Admin fee / account holder | $438 | $16,786-97.4% | $14,329-96.9% | $12,624-96.5% |