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 | $165,043 | $179,726-8.2% | $156,263+5.6% | $142,382+15.9% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 17.33% | 77.86%-60.5pp | 59.47%-42.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,299 | $5,069-54.6% | $4,333-46.9% | $4,299-46.5% |
| Participant deferral / active EE | $6,216 | $6,956-10.6% | $6,158+0.9% | $6,507-4.5% |
| Admin fee / account holder | $9,176 | $17,272-46.9% | $14,255-35.6% | $12,624-27.3% |