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 | $129,444 | $127,065+1.9% | $113,168+14.4% | $142,382-9.1% |
| Participation rate | 72.2% | 79.2%-7.0pp | 76.6%-4.3pp | 80.1%-7.9pp |
| Annual return | 15.89% | 24.03%-8.1pp | 24.27%-8.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,971 | $3,442-42.8% | $2,975-33.8% | $4,299-54.2% |
| Participant deferral / active EE | $8,587 | $5,716+50.2% | $5,107+68.1% | $6,507+32.0% |
| Admin fee / account holder | $10,609 | $15,736-32.6% | $12,068-12.1% | $12,624-16.0% |