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 | $118,614 | $135,952-12.8% | $123,892-4.3% | $273,961-56.7% |
| Participation rate | 76.9% | 84.1%-7.1pp | 81.4%-4.5pp | 83.0%-6.1pp |
| Annual return | 6.83% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,383 | $5,170-73.2% | $4,617-70.0% | $4,869-71.6% |
| Participant deferral / active EE | $5,973 | $6,343-5.8% | $5,984-0.2% | $5,287+13.0% |
| Admin fee / account holder | $412 | $9,817-95.8% | $8,357-95.1% | $10,132-95.9% |