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 | $126,894 | $165,335-23.3% | $149,696-15.2% | $158,922-20.2% |
| Participation rate | 81.0% | 84.6%-3.6pp | 82.5%-1.5pp | 82.0%-1.0pp |
| Annual return | 9.59% | 348.15%-338.6pp | 276.60%-267.0pp | 302.83%-293.2pp |
| Employer contribution / active EE | $2,692 | $5,103-47.2% | $4,644-42.0% | $4,761-43.5% |
| Participant deferral / active EE | $5,810 | $7,181-19.1% | $6,842-15.1% | $5,982-2.9% |
| Admin fee / account holder | $9,944 | $10,807-8.0% | $9,309+6.8% | $11,246-11.6% |