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 | $130,141 | $185,822-30.0% | $169,993-23.4% | $139,434-6.7% |
| Participation rate | 77.3% | 87.8%-10.5pp | 87.0%-9.7pp | 80.3%-3.0pp |
| Annual return | 15.29% | 60.50%-45.2pp | 53.37%-38.1pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,908 | $7,590-74.9% | $6,785-71.9% | $4,751-59.8% |
| Participant deferral / active EE | $6,768 | $11,622-41.8% | $10,408-35.0% | $6,710+0.9% |
| Admin fee / account holder | $1,164 | $15,381-92.4% | $12,815-90.9% | $11,403-89.8% |