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 | $130,261 | $159,602-18.4% | $150,045-13.2% | $142,382-8.5% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 19.24% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,989 | $4,961-39.7% | $4,693-36.3% | $4,299-30.5% |
| Participant deferral / active EE | $9,572 | $8,310+15.2% | $7,997+19.7% | $6,507+47.1% |
| Admin fee / account holder | $2,300 | $14,846-84.5% | $13,435-82.9% | $12,624-81.8% |