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 | $113,170 | $177,572-36.3% | $154,803-26.9% | $142,382-20.5% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 21.36% | 65.07%-43.7pp | 58.88%-37.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,890 | $4,810-39.9% | $4,305-32.9% | $4,299-32.8% |
| Participant deferral / active EE | $5,472 | $6,272-12.8% | $5,540-1.2% | $6,507-15.9% |
| Admin fee / account holder | $1,869 | $16,786-88.9% | $14,329-87.0% | $12,624-85.2% |