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 | $121,012 | $165,335-26.8% | $149,696-19.2% | $158,922-23.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 26.15% | 348.15%-322.0pp | 276.60%-250.4pp | 302.83%-276.7pp |
| Employer contribution / active EE | $1,028 | $5,103-79.8% | $4,644-77.9% | $4,761-78.4% |
| Participant deferral / active EE | $5,081 | $7,181-29.3% | $6,842-25.7% | $5,982-15.1% |
| Admin fee / account holder | $761 | $10,807-93.0% | $9,309-91.8% | $11,246-93.2% |