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 | $213,168 | $217,402-1.9% | $185,823+14.7% | $167,490+27.3% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 12.95% | 148.36%-135.4pp | 122.05%-109.1pp | 478.56%-465.6pp |
| Employer contribution / active EE | $3,065 | $5,873-47.8% | $5,167-40.7% | $4,837-36.6% |
| Participant deferral / active EE | $5,446 | $6,356-14.3% | $5,568-2.2% | $6,341-14.1% |
| Admin fee / account holder | $1,760 | $19,811-91.1% | $16,237-89.2% | $12,309-85.7% |