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 | $73,823 | $114,381-35.5% | $107,525-31.3% | $142,382-48.2% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 15.35% | 242.71%-227.4pp | 181.32%-166.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $5,556 | $4,015+38.4% | $3,754+48.0% | $4,299+29.2% |
| Participant deferral / active EE | $9,064 | $5,564+62.9% | $5,116+77.2% | $6,507+39.3% |
| Admin fee / account holder | $5,657 | $9,860-42.6% | $8,919-36.6% | $12,624-55.2% |