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 | $156,698 | $209,411-25.2% | $178,490-12.2% | $158,922-1.4% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 31.46% | 188.75%-157.3pp | 151.07%-119.6pp | 302.83%-271.4pp |
| Employer contribution / active EE | $2,040 | $5,706-64.3% | $5,011-59.3% | $4,761-57.2% |
| Participant deferral / active EE | $5,760 | $5,954-3.3% | $5,202+10.7% | $5,982-3.7% |
| Admin fee / account holder | $2,778 | $17,074-83.7% | $13,984-80.1% | $11,246-75.3% |