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 | $132,213 | $138,065-4.2% | $123,544+7.0% | $135,375-2.3% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | 7.59% | 153.68%-146.1pp | 119.20%-111.6pp | 519.73%-512.1pp |
| Employer contribution / active EE | $4,649 | $5,151-9.7% | $4,628+0.5% | $4,779-2.7% |
| Participant deferral / active EE | $8,148 | $6,799+19.8% | $6,426+26.8% | $5,609+45.3% |
| Admin fee / account holder | $9,042 | $10,916-17.2% | $9,284-2.6% | $10,827-16.5% |