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 6-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 | $28,184 | $111,535-74.7% | $105,223-73.2% | $137,256-79.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 15.86% | 237.85%-222.0pp | 180.65%-164.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,092 | $3,939-46.9% | $3,689-43.3% | $4,156-49.7% |
| Participant deferral / active EE | $3,458 | $5,500-37.1% | $5,072-31.8% | $6,407-46.0% |
| Admin fee / account holder | $1,284 | $9,721-86.8% | $8,859-85.5% | $12,270-89.5% |