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 | $132,738 | $159,602-16.8% | $150,045-11.5% | $142,382-6.8% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 17.06% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,826 | $4,961-22.9% | $4,693-18.5% | $4,299-11.0% |
| Participant deferral / active EE | $7,293 | $8,310-12.2% | $7,997-8.8% | $6,507+12.1% |
| Admin fee / account holder | $6,370 | $14,846-57.1% | $13,435-52.6% | $12,624-49.5% |