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 | $127,545 | $162,781-21.6% | $133,956-4.8% | $158,922-19.7% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 9.18% | 41.94%-32.8pp | 45.09%-35.9pp | 302.83%-293.6pp |
| Employer contribution / active EE | $3,832 | $4,975-23.0% | $3,919-2.2% | $4,761-19.5% |
| Participant deferral / active EE | $5,337 | $5,911-9.7% | $5,048+5.7% | $5,982-10.8% |
| Admin fee / account holder | $10,725 | $11,736-8.6% | $8,927+20.1% | $11,246-4.6% |