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 | $129,518 | $165,335-21.7% | $149,696-13.5% | $158,922-18.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 21.24% | 348.15%-326.9pp | 276.60%-255.4pp | 302.83%-281.6pp |
| Employer contribution / active EE | $2,231 | $5,103-56.3% | $4,644-52.0% | $4,761-53.1% |
| Participant deferral / active EE | $10,243 | $7,181+42.6% | $6,842+49.7% | $5,982+71.2% |
| Admin fee / account holder | $8,807 | $10,807-18.5% | $9,309-5.4% | $11,246-21.7% |