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 | $121,453 | $177,572-31.6% | $154,803-21.5% | $142,382-14.7% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 17.89% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,514 | $4,810-47.7% | $4,305-41.6% | $4,299-41.5% |
| Participant deferral / active EE | $7,049 | $6,272+12.4% | $5,540+27.2% | $6,507+8.3% |
| Admin fee / account holder | $4,948 | $16,786-70.5% | $14,329-65.5% | $12,624-60.8% |