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 | $128,083 | $159,602-19.7% | $150,045-14.6% | $142,382-10.0% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.3%-5.9pp | 80.1%-3.6pp |
| Annual return | 15.87% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,832 | $4,961-22.7% | $4,693-18.3% | $4,299-10.9% |
| Participant deferral / active EE | $9,212 | $8,310+10.8% | $7,997+15.2% | $6,507+41.6% |
| Admin fee / account holder | $1,882 | $14,846-87.3% | $13,435-86.0% | $12,624-85.1% |