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 | $118,578 | $217,402-45.5% | $185,823-36.2% | $167,490-29.2% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 10.23% | 148.36%-138.1pp | 122.05%-111.8pp | 478.56%-468.3pp |
| Employer contribution / active EE | $3,155 | $5,873-46.3% | $5,167-39.0% | $4,837-34.8% |
| Participant deferral / active EE | $6,912 | $6,356+8.7% | $5,568+24.1% | $6,341+9.0% |
| Admin fee / account holder | $26,614 | $19,811+34.3% | $16,237+63.9% | $12,309+116.2% |