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 | $71,699 | $159,602-55.1% | $150,045-52.2% | $142,382-49.6% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.3%0pp | 80.1%+2.2pp |
| Annual return | 14.07% | 70.24%-56.2pp | 62.55%-48.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,501 | $4,961-29.4% | $4,693-25.4% | $4,299-18.6% |
| Participant deferral / active EE | $6,348 | $8,310-23.6% | $7,997-20.6% | $6,507-2.4% |
| Admin fee / account holder | $1,267 | $14,846-91.5% | $13,435-90.6% | $12,624-90.0% |