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 | $135,613 | $177,572-23.6% | $154,803-12.4% | $142,382-4.8% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.1%-4.7pp | 80.1%-6.8pp |
| Annual return | 14.49% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,488 | $4,810-48.3% | $4,305-42.2% | $4,299-42.1% |
| Participant deferral / active EE | $5,510 | $6,272-12.1% | $5,540-0.6% | $6,507-15.3% |
| Admin fee / account holder | $1,737 | $16,786-89.6% | $14,329-87.9% | $12,624-86.2% |