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 | $138,926 | $124,425+11.7% | $112,040+24.0% | $137,256+1.2% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 13.42% | 24.72%-11.3pp | 24.52%-11.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,120 | $3,411-37.8% | $2,954-28.2% | $4,156-49.0% |
| Participant deferral / active EE | $2,781 | $5,718-51.4% | $5,098-45.4% | $6,407-56.6% |
| Admin fee / account holder | $2,343 | $15,207-84.6% | $12,098-80.6% | $12,270-80.9% |