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 | $145,663 | $179,726-19.0% | $156,263-6.8% | $142,382+2.3% |
| Participation rate | 78.9% | 82.1%-3.1pp | 78.9%0pp | 80.1%-1.2pp |
| Annual return | 15.93% | 77.86%-61.9pp | 59.47%-43.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,091 | $5,069-19.3% | $4,333-5.6% | $4,299-4.8% |
| Participant deferral / active EE | $8,104 | $6,956+16.5% | $6,158+31.6% | $6,507+24.5% |
| Admin fee / account holder | $28,676 | $17,272+66.0% | $14,255+101.2% | $12,624+127.2% |