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 | $109,393 | $177,572-38.4% | $154,803-29.3% | $142,382-23.2% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 15.58% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $4,425 | $4,810-8.0% | $4,305+2.8% | $4,299+2.9% |
| Participant deferral / active EE | $4,811 | $6,272-23.3% | $5,540-13.2% | $6,507-26.1% |
| Admin fee / account holder | $2,585 | $16,786-84.6% | $14,329-82.0% | $12,624-79.5% |