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 | $107,520 | $114,381-6.0% | $107,5250% | $142,382-24.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 15.20% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $948 | $4,015-76.4% | $3,754-74.7% | $4,299-77.9% |
| Participant deferral / active EE | $2,689 | $5,564-51.7% | $5,116-47.4% | $6,507-58.7% |
| Admin fee / account holder | $8,984 | $9,860-8.9% | $8,919+0.7% | $12,624-28.8% |