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 | $128,271 | $217,402-41.0% | $185,823-31.0% | $167,490-23.4% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 19.33% | 148.36%-129.0pp | 122.05%-102.7pp | 478.56%-459.2pp |
| Employer contribution / active EE | $3,206 | $5,873-45.4% | $5,167-37.9% | $4,837-33.7% |
| Participant deferral / active EE | $12,166 | $6,356+91.4% | $5,568+118.5% | $6,341+91.8% |
| Admin fee / account holder | $32,362 | $19,811+63.4% | $16,237+99.3% | $12,309+162.9% |