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 | $154,228-11.4% | $145,433-6.0% | $137,256-0.4% |
| Participation rate | 95.8% | 83.8%+12.0pp | 82.1%+13.7pp | 80.0%+15.9pp |
| Annual return | 16.58% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $4,067 | $4,804-15.3% | $4,554-10.7% | $4,156-2.1% |
| Participant deferral / active EE | $8,400 | $8,216+2.2% | $7,897+6.4% | $6,407+31.1% |
| Admin fee / account holder | $717 | $14,344-95.0% | $13,129-94.5% | $12,270-94.2% |