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 | $123,554 | $159,602-22.6% | $150,045-17.7% | $142,382-13.2% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.3%-5.9pp | 80.1%-3.6pp |
| Annual return | 16.34% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,952 | $4,961-20.3% | $4,693-15.8% | $4,299-8.1% |
| Participant deferral / active EE | $9,291 | $8,310+11.8% | $7,997+16.2% | $6,507+42.8% |
| Admin fee / account holder | $6,080 | $14,846-59.0% | $13,435-54.7% | $12,624-51.8% |