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 | $133,848 | $214,378-37.6% | $200,582-33.3% | $142,382-6.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 18.07% | 46.41%-28.3pp | 42.33%-24.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,984 | $6,841-71.0% | $6,419-69.1% | $4,299-53.8% |
| Participant deferral / active EE | $10,156 | $9,865+2.9% | $9,331+8.8% | $6,507+56.1% |
| Admin fee / account holder | $965 | $17,692-94.5% | $16,305-94.1% | $12,624-92.4% |