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 | $162,276 | $179,726-9.7% | $156,263+3.8% | $142,382+14.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 10.26% | 77.86%-67.6pp | 59.47%-49.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $1,819 | $5,069-64.1% | $4,333-58.0% | $4,299-57.7% |
| Participant deferral / active EE | $9,330 | $6,956+34.1% | $6,158+51.5% | $6,507+43.4% |
| Admin fee / account holder | $2,481 | $17,272-85.6% | $14,255-82.6% | $12,624-80.3% |