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 | $131,858 | $226,064-41.7% | $182,532-27.8% | $152,861-13.7% |
| Participation rate | 76.9% | 82.5%-5.5pp | 78.0%-1.1pp | 82.4%-5.5pp |
| Annual return | 22.00% | 192.51%-170.5pp | 148.54%-126.5pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,373 | $4,978-52.3% | $4,076-41.8% | $4,762-50.2% |
| Participant deferral / active EE | $7,273 | $6,368+14.2% | $5,524+31.7% | $5,850+24.3% |
| Admin fee / account holder | $7,713 | $10,703-27.9% | $8,592-10.2% | $11,596-33.5% |