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 | $117,956 | $165,335-28.7% | $149,696-21.2% | $158,922-25.8% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 25.19% | 348.15%-323.0pp | 276.60%-251.4pp | 302.83%-277.6pp |
| Employer contribution / active EE | $1,390 | $5,103-72.8% | $4,644-70.1% | $4,761-70.8% |
| Participant deferral / active EE | $6,860 | $7,181-4.5% | $6,842+0.3% | $5,982+14.7% |
| Admin fee / account holder | $9,414 | $10,807-12.9% | $9,309+1.1% | $11,246-16.3% |