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 | $125,181 | $106,584+17.4% | $101,326+23.5% | $142,382-12.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 13.27% | 36.93%-23.7pp | 36.82%-23.5pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,057 | $3,956-48.0% | $3,665-43.9% | $4,299-52.1% |
| Participant deferral / active EE | $2,757 | $8,297-66.8% | $7,994-65.5% | $6,507-57.6% |
| Admin fee / account holder | $2,845 | $11,446-75.1% | $11,185-74.6% | $12,624-77.5% |