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 | $160,819 | $217,402-26.0% | $185,823-13.5% | $167,490-4.0% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 15.12% | 148.36%-133.2pp | 122.05%-106.9pp | 478.56%-463.4pp |
| Employer contribution / active EE | $2,068 | $5,873-64.8% | $5,167-60.0% | $4,837-57.2% |
| Participant deferral / active EE | $6,131 | $6,356-3.5% | $5,568+10.1% | $6,341-3.3% |
| Admin fee / account holder | $1,079 | $19,811-94.6% | $16,237-93.4% | $12,309-91.2% |