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 | $148,091 | $159,602-7.2% | $150,045-1.3% | $142,382+4.0% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 19.36% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,613 | $4,961-47.3% | $4,693-44.3% | $4,299-39.2% |
| Participant deferral / active EE | $9,510 | $8,310+14.4% | $7,997+18.9% | $6,507+46.1% |
| Admin fee / account holder | $50,322 | $14,846+238.9% | $13,435+274.6% | $12,624+298.6% |