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 | $130,709 | $124,281+5.2% | $109,143+19.8% | $167,490-22.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 9.95% | 26.04%-16.1pp | 25.75%-15.8pp | 478.56%-468.6pp |
| Employer contribution / active EE | $2,773 | $4,207-34.1% | $3,722-25.5% | $4,837-42.7% |
| Participant deferral / active EE | $5,869 | $5,255+11.7% | $4,653+26.1% | $6,341-7.5% |
| Admin fee / account holder | $2,348 | $7,970-70.5% | $6,752-65.2% | $12,309-80.9% |