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 | $141,853 | $111,301+27.4% | $112,977+25.6% | $158,922-10.7% |
| Participation rate | 71.4% | 83.5%-12.1pp | 82.6%-11.1pp | 82.0%-10.5pp |
| Annual return | 9.70% | 26.40%-16.7pp | 24.24%-14.5pp | 302.83%-293.1pp |
| Employer contribution / active EE | $3,831 | $4,471-14.3% | $4,255-10.0% | $4,761-19.5% |
| Participant deferral / active EE | $5,561 | $5,880-5.4% | $5,836-4.7% | $5,982-7.0% |
| Admin fee / account holder | $1,450 | $8,392-82.7% | $6,294-77.0% | $11,246-87.1% |