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 | $156,772 | $159,602-1.8% | $150,045+4.5% | $142,382+10.1% |
| Participation rate | 70.8% | 84.0%-13.1pp | 82.3%-11.5pp | 80.1%-9.3pp |
| Annual return | 19.39% | 70.24%-50.8pp | 62.55%-43.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,878 | $4,961-62.1% | $4,693-60.0% | $4,299-56.3% |
| Participant deferral / active EE | $8,866 | $8,310+6.7% | $7,997+10.9% | $6,507+36.2% |
| Admin fee / account holder | $2,050 | $14,846-86.2% | $13,435-84.7% | $12,624-83.8% |