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 | $144,241 | $133,922+7.7% | $116,228+24.1% | $142,382+1.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 13.02% | 147.76%-134.7pp | 90.06%-77.0pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,353 | $3,446-60.7% | $2,994-54.8% | $4,299-68.5% |
| Participant deferral / active EE | $3,749 | $5,672-33.9% | $4,953-24.3% | $6,507-42.4% |
| Admin fee / account holder | $1,004 | $14,945-93.3% | $11,989-91.6% | $12,624-92.0% |