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 | $135,591 | $135,952-0.3% | $123,892+9.4% | $273,961-50.5% |
| Participation rate | 81.0% | 84.1%-3.1pp | 81.4%-0.5pp | 83.0%-2.1pp |
| Annual return | 7.31% | 56.63%-49.3pp | 47.52%-40.2pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,338 | $5,170-74.1% | $4,617-71.0% | $4,869-72.5% |
| Participant deferral / active EE | $6,945 | $6,343+9.5% | $5,984+16.1% | $5,287+31.4% |
| Admin fee / account holder | $624 | $9,817-93.6% | $8,357-92.5% | $10,132-93.8% |