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 | $133,178 | $159,602-16.6% | $150,045-11.2% | $142,382-6.5% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 15.49% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $912 | $4,961-81.6% | $4,693-80.6% | $4,299-78.8% |
| Participant deferral / active EE | $4,546 | $8,310-45.3% | $7,997-43.2% | $6,507-30.1% |
| Admin fee / account holder | $10,718 | $14,846-27.8% | $13,435-20.2% | $12,624-15.1% |