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 | $176,133 | $179,726-2.0% | $156,263+12.7% | $142,382+23.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 14.34% | 77.86%-63.5pp | 59.47%-45.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,363 | $5,069-73.1% | $4,333-68.5% | $4,299-68.3% |
| Participant deferral / active EE | $5,721 | $6,956-17.8% | $6,158-7.1% | $6,507-12.1% |
| Admin fee / account holder | $42,571 | $17,272+146.5% | $14,255+198.6% | $12,624+237.2% |