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 | $113,553 | $177,572-36.1% | $154,803-26.6% | $142,382-20.2% |
| Participation rate | 76.9% | 82.1%-5.1pp | 78.1%-1.1pp | 80.1%-3.2pp |
| Annual return | 16.43% | 65.07%-48.6pp | 58.88%-42.5pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,884 | $4,810-60.8% | $4,305-56.2% | $4,299-56.2% |
| Participant deferral / active EE | $5,331 | $6,272-15.0% | $5,540-3.8% | $6,507-18.1% |
| Admin fee / account holder | $2,383 | $16,786-85.8% | $14,329-83.4% | $12,624-81.1% |