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 | $162,465 | $217,402-25.3% | $185,823-12.6% | $167,490-3.0% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 12.31% | 148.36%-136.1pp | 122.05%-109.7pp | 478.56%-466.2pp |
| Employer contribution / active EE | $2,431 | $5,873-58.6% | $5,167-53.0% | $4,837-49.7% |
| Participant deferral / active EE | $7,217 | $6,356+13.5% | $5,568+29.6% | $6,341+13.8% |
| Admin fee / account holder | $5,879 | $19,811-70.3% | $16,237-63.8% | $12,309-52.2% |