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 | $117,221 | $165,335-29.1% | $149,696-21.7% | $158,922-26.2% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 16.94% | 348.15%-331.2pp | 276.60%-259.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $2,529 | $5,103-50.4% | $4,644-45.6% | $4,761-46.9% |
| Participant deferral / active EE | $7,359 | $7,181+2.5% | $6,842+7.6% | $5,982+23.0% |
| Admin fee / account holder | $1,810 | $10,807-83.3% | $9,309-80.6% | $11,246-83.9% |