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 7-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 | $134,135 | $148,534-9.7% | $135,903-1.3% | $139,434-3.8% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.7pp |
| Annual return | 18.26% | 79.19%-60.9pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,863 | $5,243-64.5% | $4,856-61.6% | $4,751-60.8% |
| Participant deferral / active EE | $4,157 | $8,100-48.7% | $7,758-46.4% | $6,710-38.0% |
| Admin fee / account holder | $10,379 | $12,400-16.3% | $10,762-3.6% | $11,403-9.0% |