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 | $113,916 | $148,534-23.3% | $135,903-16.2% | $139,434-18.3% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.7pp |
| Annual return | 16.48% | 79.19%-62.7pp | 68.23%-51.7pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,533 | $5,243-51.7% | $4,856-47.8% | $4,751-46.7% |
| Participant deferral / active EE | $7,468 | $8,100-7.8% | $7,758-3.7% | $6,710+11.3% |
| Admin fee / account holder | $1,767 | $12,400-85.8% | $10,762-83.6% | $11,403-84.5% |