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 | $124,880 | $197,591-36.8% | $177,821-29.8% | $158,922-21.4% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.7%+7.5pp | 82.0%+13.3pp |
| Annual return | 7.40% | 58.76%-51.4pp | 48.32%-40.9pp | 302.83%-295.4pp |
| Employer contribution / active EE | $4,605 | $6,697-31.2% | $5,918-22.2% | $4,761-3.3% |
| Participant deferral / active EE | $5,544 | $8,405-34.0% | $7,714-28.1% | $5,982-7.3% |
| Admin fee / account holder | $5,891 | $15,399-61.7% | $12,427-52.6% | $11,246-47.6% |