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 | $132,953 | $154,228-13.8% | $145,433-8.6% | $137,256-3.1% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 19.38% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $4,743 | $4,804-1.3% | $4,554+4.1% | $4,156+14.1% |
| Participant deferral / active EE | $9,941 | $8,216+21.0% | $7,897+25.9% | $6,407+55.2% |
| Admin fee / account holder | $3,091 | $14,344-78.5% | $13,129-76.5% | $12,270-74.8% |