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 | $124,271 | $176,812-29.7% | $146,665-15.3% | $167,490-25.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 24.94% | 24.03%+0.9pp | 22.74%+2.2pp | 478.56%-453.6pp |
| Employer contribution / active EE | $3,529 | $5,160-31.6% | $4,136-14.7% | $4,837-27.0% |
| Participant deferral / active EE | $2,336 | $6,440-63.7% | $5,506-57.6% | $6,341-63.2% |
| Admin fee / account holder | $10,225 | $13,259-22.9% | $10,280-0.5% | $12,309-16.9% |