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 | $136,211 | $198,466-31.4% | $170,442-20.1% | $147,584-7.7% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 15.54% | 257.29%-241.8pp | 205.93%-190.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,768 | $6,184-55.2% | $5,433-49.0% | $4,876-43.2% |
| Participant deferral / active EE | $8,285 | $5,629+47.2% | $4,939+67.7% | $5,439+52.3% |
| Admin fee / account holder | $2,192 | $16,852-87.0% | $13,880-84.2% | $10,885-79.9% |