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 | $127,691 | $159,602-20.0% | $150,045-14.9% | $142,382-10.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 19.82% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $3,059 | $4,961-38.3% | $4,693-34.8% | $4,299-28.9% |
| Participant deferral / active EE | $8,937 | $8,310+7.5% | $7,997+11.7% | $6,507+37.3% |
| Admin fee / account holder | $549 | $14,846-96.3% | $13,435-95.9% | $12,624-95.7% |