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 | $148,222 | $159,602-7.1% | $150,045-1.2% | $142,382+4.1% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.3%-4.1pp | 80.1%-1.9pp |
| Annual return | 15.50% | 70.24%-54.7pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,139 | $4,961-77.0% | $4,693-75.7% | $4,299-73.5% |
| Participant deferral / active EE | $6,863 | $8,310-17.4% | $7,997-14.2% | $6,507+5.5% |
| Admin fee / account holder | $6,205 | $14,846-58.2% | $13,435-53.8% | $12,624-50.8% |