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 | $159,602-16.7% | $150,045-11.4% | $142,382-6.6% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 19.38% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $4,743 | $4,961-4.4% | $4,693+1.1% | $4,299+10.3% |
| Participant deferral / active EE | $9,941 | $8,310+19.6% | $7,997+24.3% | $6,507+52.8% |
| Admin fee / account holder | $3,091 | $14,846-79.2% | $13,435-77.0% | $12,624-75.5% |