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 | $166,228 | $215,361-22.8% | $171,082-2.8% | $273,961-39.3% |
| Participation rate | 72.7% | 82.0%-9.3pp | 76.7%-4.0pp | 83.0%-10.3pp |
| Annual return | 5.68% | 25.14%-19.5pp | 32.56%-26.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $2,335 | $4,967-53.0% | $4,002-41.7% | $4,869-52.0% |
| Participant deferral / active EE | $8,181 | $5,543+47.6% | $4,797+70.5% | $5,287+54.7% |
| Admin fee / account holder | $22,863 | $10,846+110.8% | $8,520+168.4% | $10,132+125.7% |