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 | $136,638 | $159,602-14.4% | $150,045-8.9% | $142,382-4.0% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.3%+13.5pp | 80.1%+15.7pp |
| Annual return | 16.58% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $4,067 | $4,961-18.0% | $4,693-13.3% | $4,299-5.4% |
| Participant deferral / active EE | $8,400 | $8,310+1.1% | $7,997+5.0% | $6,507+29.1% |
| Admin fee / account holder | $717 | $14,846-95.2% | $13,435-94.7% | $12,624-94.3% |