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 | $118,354 | $183,519-35.5% | $155,509-23.9% | $145,922-18.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 17.35% | 61.17%-43.8pp | 64.67%-47.3pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,701 | $5,313-68.0% | $4,672-63.6% | $4,660-63.5% |
| Participant deferral / active EE | $8,068 | $6,462+24.8% | $5,626+43.4% | $6,688+20.6% |
| Admin fee / account holder | $4,752 | $19,313-75.4% | $15,912-70.1% | $13,397-64.5% |