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 | $177,955 | $217,402-18.1% | $185,823-4.2% | $167,490+6.2% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 14.17% | 148.36%-134.2pp | 122.05%-107.9pp | 478.56%-464.4pp |
| Employer contribution / active EE | $3,805 | $5,873-35.2% | $5,167-26.4% | $4,837-21.3% |
| Participant deferral / active EE | $5,391 | $6,356-15.2% | $5,568-3.2% | $6,341-15.0% |
| Admin fee / account holder | $3,421 | $19,811-82.7% | $16,237-78.9% | $12,309-72.2% |