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 | $206,865 | $215,361-3.9% | $171,082+20.9% | $273,961-24.5% |
| Participation rate | 76.5% | 82.0%-5.6pp | 76.7%-0.2pp | 83.0%-6.5pp |
| Annual return | 6.09% | 25.14%-19.0pp | 32.56%-26.5pp | 41.45%-35.4pp |
| Employer contribution / active EE | $849 | $4,967-82.9% | $4,002-78.8% | $4,869-82.6% |
| Participant deferral / active EE | $8,580 | $5,543+54.8% | $4,797+78.8% | $5,287+62.3% |
| Admin fee / account holder | $44,892 | $10,846+313.9% | $8,520+426.9% | $10,132+343.1% |