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 | $119,695 | $152,587-21.6% | $125,175-4.4% | $152,861-21.7% |
| Participation rate | 72.2% | 83.3%-11.1pp | 79.8%-7.6pp | 82.4%-10.2pp |
| Annual return | 22.92% | 54.84%-31.9pp | 43.79%-20.9pp | 345.32%-322.4pp |
| Employer contribution / active EE | $3,693 | $4,946-25.3% | $3,865-4.5% | $4,762-22.5% |
| Participant deferral / active EE | $5,780 | $5,868-1.5% | $4,937+17.1% | $5,850-1.2% |
| Admin fee / account holder | $3,680 | $13,434-72.6% | $9,702-62.1% | $11,596-68.3% |