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 | $135,761 | $197,591-31.3% | $177,821-23.7% | $158,922-14.6% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.7%-10.8pp | 82.0%-5.0pp |
| Annual return | 17.77% | 58.76%-41.0pp | 48.32%-30.5pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,566 | $6,697-61.7% | $5,918-56.6% | $4,761-46.1% |
| Participant deferral / active EE | $5,818 | $8,405-30.8% | $7,714-24.6% | $5,982-2.7% |
| Admin fee / account holder | $10,852 | $15,399-29.5% | $12,427-12.7% | $11,246-3.5% |