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 | $134,108 | $114,381+17.2% | $107,525+24.7% | $142,382-5.8% |
| Participation rate | 76.2% | 78.1%-1.9pp | 75.1%+1.1pp | 80.1%-3.9pp |
| Annual return | 16.74% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,826 | $4,015-4.7% | $3,754+1.9% | $4,299-11.0% |
| Participant deferral / active EE | $10,403 | $5,564+87.0% | $5,116+103.4% | $6,507+59.9% |
| Admin fee / account holder | $2,366 | $9,860-76.0% | $8,919-73.5% | $12,624-81.3% |