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 | $143,688 | $154,228-6.8% | $145,433-1.2% | $137,256+4.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 12.76% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,953 | $4,804-59.3% | $4,554-57.1% | $4,156-53.0% |
| Participant deferral / active EE | $3,440 | $8,216-58.1% | $7,897-56.4% | $6,407-46.3% |
| Admin fee / account holder | $1,667 | $14,344-88.4% | $13,129-87.3% | $12,270-86.4% |