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 | $135,367 | $178,174-24.0% | $156,181-13.3% | $137,256-1.4% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 10.75% | 84.19%-73.4pp | 64.87%-54.1pp | 220.34%-209.6pp |
| Employer contribution / active EE | $2,096 | $4,972-57.8% | $4,294-51.2% | $4,156-49.6% |
| Participant deferral / active EE | $5,291 | $6,888-23.2% | $6,132-13.7% | $6,407-17.4% |
| Admin fee / account holder | $2,241 | $17,404-87.1% | $14,586-84.6% | $12,270-81.7% |