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 | $199,574 | $217,402-8.2% | $185,823+7.4% | $167,490+19.2% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 10.94% | 148.36%-137.4pp | 122.05%-111.1pp | 478.56%-467.6pp |
| Employer contribution / active EE | $3,322 | $5,873-43.4% | $5,167-35.7% | $4,837-31.3% |
| Participant deferral / active EE | $4,883 | $6,356-23.2% | $5,568-12.3% | $6,341-23.0% |
| Admin fee / account holder | $11,967 | $19,811-39.6% | $16,237-26.3% | $12,309-2.8% |