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 | $110,698 | $175,202-36.8% | $149,673-26.0% | $139,434-20.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 17.64% | 166.71%-149.1pp | 134.42%-116.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $4,782 | $5,474-12.6% | $4,818-0.7% | $4,751+0.7% |
| Participant deferral / active EE | $6,974 | $6,519+7.0% | $5,680+22.8% | $6,710+3.9% |
| Admin fee / account holder | $2,482 | $16,150-84.6% | $13,210-81.2% | $11,403-78.2% |