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 | $120,960 | $148,534-18.6% | $135,903-11.0% | $139,434-13.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 17.92% | 79.19%-61.3pp | 68.23%-50.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,658 | $5,243-49.3% | $4,856-45.3% | $4,751-44.1% |
| Participant deferral / active EE | $4,310 | $8,100-46.8% | $7,758-44.4% | $6,710-35.8% |
| Admin fee / account holder | $9,602 | $12,400-22.6% | $10,762-10.8% | $11,403-15.8% |