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 | $140,491 | $177,572-20.9% | $154,803-9.2% | $142,382-1.3% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 16.32% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,445 | $4,810-70.0% | $4,305-66.4% | $4,299-66.4% |
| Participant deferral / active EE | $3,309 | $6,272-47.2% | $5,540-40.3% | $6,507-49.1% |
| Admin fee / account holder | $4,120 | $16,786-75.5% | $14,329-71.2% | $12,624-67.4% |