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 | $135,823 | $159,602-14.9% | $150,045-9.5% | $142,382-4.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 16.13% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,068 | $4,961-58.3% | $4,693-55.9% | $4,299-51.9% |
| Participant deferral / active EE | $9,557 | $8,310+15.0% | $7,997+19.5% | $6,507+46.9% |
| Admin fee / account holder | $4,427 | $14,846-70.2% | $13,435-67.1% | $12,624-64.9% |