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 | $122,628 | $115,770+5.9% | $101,248+21.1% | $158,922-22.8% |
| Participation rate | 73.7% | 79.4%-5.7pp | 75.8%-2.1pp | 82.0%-8.3pp |
| Annual return | 8.79% | 56.14%-47.3pp | 46.47%-37.7pp | 302.83%-294.0pp |
| Employer contribution / active EE | $2,155 | $4,175-48.4% | $3,660-41.1% | $4,761-54.7% |
| Participant deferral / active EE | $4,636 | $4,957-6.5% | $4,370+6.1% | $5,982-22.5% |
| Admin fee / account holder | $2,483 | $7,245-65.7% | $5,945-58.2% | $11,246-77.9% |