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 | $154,228-13.9% | $145,433-8.7% | $137,256-3.3% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 17.06% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,826 | $4,804-20.4% | $4,554-16.0% | $4,156-7.9% |
| Participant deferral / active EE | $7,293 | $8,216-11.2% | $7,897-7.7% | $6,407+13.8% |
| Admin fee / account holder | $6,370 | $14,344-55.6% | $13,129-51.5% | $12,270-48.1% |