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 | $144,533 | $177,572-18.6% | $154,803-6.6% | $142,382+1.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 15.93% | 65.07%-49.1pp | 58.88%-43.0pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,345 | $4,810-9.7% | $4,305+0.9% | $4,299+1.1% |
| Participant deferral / active EE | $16,339 | $6,272+160.5% | $5,540+194.9% | $6,507+151.1% |
| Admin fee / account holder | $1,331 | $16,786-92.1% | $14,329-90.7% | $12,624-89.5% |