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 | $143,754 | $176,812-18.7% | $146,665-2.0% | $167,490-14.2% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 14.03% | 24.03%-10.0pp | 22.74%-8.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,904 | $5,160-63.1% | $4,136-54.0% | $4,837-60.6% |
| Participant deferral / active EE | $5,635 | $6,440-12.5% | $5,506+2.3% | $6,341-11.1% |
| Admin fee / account holder | $21,382 | $13,259+61.3% | $10,280+108.0% | $12,309+73.7% |