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 | $140,722 | $159,602-11.8% | $150,045-6.2% | $142,382-1.2% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.3%-5.9pp | 80.1%-3.6pp |
| Annual return | 16.00% | 70.24%-54.2pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $5,317 | $4,961+7.2% | $4,693+13.3% | $4,299+23.7% |
| Participant deferral / active EE | $10,890 | $8,310+31.0% | $7,997+36.2% | $6,507+67.4% |
| Admin fee / account holder | $9,668 | $14,846-34.9% | $13,435-28.0% | $12,624-23.4% |