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 | $127,917 | $198,466-35.5% | $170,442-24.9% | $147,584-13.3% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 16.29% | 257.29%-241.0pp | 205.93%-189.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,969 | $6,184-68.2% | $5,433-63.8% | $4,876-59.6% |
| Participant deferral / active EE | $2,335 | $5,629-58.5% | $4,939-52.7% | $5,439-57.1% |
| Admin fee / account holder | $2,422 | $16,852-85.6% | $13,880-82.6% | $10,885-77.8% |