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 | $130,844 | $110,257+18.7% | $96,544+35.5% | $139,434-6.2% |
| Participation rate | 84.2% | 78.1%+6.1pp | 76.0%+8.2pp | 80.3%+3.9pp |
| Annual return | 10.17% | 26.32%-16.1pp | 25.84%-15.7pp | 372.94%-362.8pp |
| Employer contribution / active EE | $2,163 | $3,620-40.3% | $2,965-27.1% | $4,751-54.5% |
| Participant deferral / active EE | $4,177 | $5,548-24.7% | $4,851-13.9% | $6,710-37.7% |
| Admin fee / account holder | $1,770 | $11,591-84.7% | $8,252-78.6% | $11,403-84.5% |