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 | $145,171 | $159,602-9.0% | $150,045-3.2% | $142,382+2.0% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 14.60% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,020 | $4,961-39.1% | $4,693-35.6% | $4,299-29.8% |
| Participant deferral / active EE | $4,019 | $8,310-51.6% | $7,997-49.7% | $6,507-38.2% |
| Admin fee / account holder | $4,588 | $14,846-69.1% | $13,435-65.8% | $12,624-63.7% |