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 | $163,104 | $217,402-25.0% | $185,823-12.2% | $167,490-2.6% |
| Participation rate | 81.0% | 86.0%-5.1pp | 81.7%-0.7pp | 82.1%-1.2pp |
| Annual return | 33.01% | 148.36%-115.4pp | 122.05%-89.0pp | 478.56%-445.6pp |
| Employer contribution / active EE | $2,939 | $5,873-50.0% | $5,167-43.1% | $4,837-39.2% |
| Participant deferral / active EE | $6,624 | $6,356+4.2% | $5,568+19.0% | $6,341+4.5% |
| Admin fee / account holder | $16,627 | $19,811-16.1% | $16,237+2.4% | $12,309+35.1% |