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 | $138,768 | $159,602-13.1% | $150,045-7.5% | $142,382-2.5% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 18.62% | 70.24%-51.6pp | 62.55%-43.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,981 | $4,961-19.8% | $4,693-15.2% | $4,299-7.4% |
| Participant deferral / active EE | $11,120 | $8,310+33.8% | $7,997+39.0% | $6,507+70.9% |
| Admin fee / account holder | $580 | $14,846-96.1% | $13,435-95.7% | $12,624-95.4% |