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 | $150,261 | $217,402-30.9% | $185,823-19.1% | $167,490-10.3% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 15.45% | 148.36%-132.9pp | 122.05%-106.6pp | 478.56%-463.1pp |
| Employer contribution / active EE | $3,396 | $5,873-42.2% | $5,167-34.3% | $4,837-29.8% |
| Participant deferral / active EE | $5,219 | $6,356-17.9% | $5,568-6.3% | $6,341-17.7% |
| Admin fee / account holder | $851 | $19,811-95.7% | $16,237-94.8% | $12,309-93.1% |