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 | $119,946 | $154,228-22.2% | $145,433-17.5% | $137,256-12.6% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 13.64% | 74.59%-61.0pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,837 | $4,804-20.1% | $4,554-15.8% | $4,156-7.7% |
| Participant deferral / active EE | $11,109 | $8,216+35.2% | $7,897+40.7% | $6,407+73.4% |
| Admin fee / account holder | $376 | $14,344-97.4% | $13,129-97.1% | $12,270-96.9% |