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 | $136,752 | $175,202-21.9% | $149,673-8.6% | $139,434-1.9% |
| Participation rate | 76.2% | 83.4%-7.2pp | 78.8%-2.6pp | 80.3%-4.1pp |
| Annual return | 16.21% | 166.71%-150.5pp | 134.42%-118.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,551 | $5,474-53.4% | $4,818-47.0% | $4,751-46.3% |
| Participant deferral / active EE | $7,904 | $6,519+21.3% | $5,680+39.2% | $6,710+17.8% |
| Admin fee / account holder | $2,276 | $16,150-85.9% | $13,210-82.8% | $11,403-80.0% |