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 | $161,274 | $177,572-9.2% | $154,803+4.2% | $142,382+13.3% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 15.25% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,706 | $4,810-64.5% | $4,305-60.4% | $4,299-60.3% |
| Participant deferral / active EE | $2,961 | $6,272-52.8% | $5,540-46.6% | $6,507-54.5% |
| Admin fee / account holder | $1,006 | $16,786-94.0% | $14,329-93.0% | $12,624-92.0% |