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 | $161,059 | $177,572-9.3% | $154,803+4.0% | $142,382+13.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 13.71% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,332 | $4,810-51.5% | $4,305-45.8% | $4,299-45.8% |
| Participant deferral / active EE | $2,480 | $6,272-60.5% | $5,540-55.2% | $6,507-61.9% |
| Admin fee / account holder | $2,752 | $16,786-83.6% | $14,329-80.8% | $12,624-78.2% |