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 | $141,708 | $209,336-32.3% | $197,124-28.1% | $137,256+3.2% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | 14.97% | 48.09%-33.1pp | 44.34%-29.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,714 | $6,591-74.0% | $6,227-72.5% | $4,156-58.8% |
| Participant deferral / active EE | $16,003 | $9,614+66.5% | $9,135+75.2% | $6,407+149.8% |
| Admin fee / account holder | $3,167 | $17,308-81.7% | $16,298-80.6% | $12,270-74.2% |