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 | $142,114 | $183,519-22.6% | $155,509-8.6% | $145,922-2.6% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 11.38% | 61.17%-49.8pp | 64.67%-53.3pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,292 | $5,313-56.9% | $4,672-50.9% | $4,660-50.8% |
| Participant deferral / active EE | $4,512 | $6,462-30.2% | $5,626-19.8% | $6,688-32.5% |
| Admin fee / account holder | $1,967 | $19,313-89.8% | $15,912-87.6% | $13,397-85.3% |