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 | $113,405 | $135,952-16.6% | $123,892-8.5% | $273,961-58.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 7.62% | 56.63%-49.0pp | 47.52%-39.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,891 | $5,170-63.4% | $4,617-59.0% | $4,869-61.2% |
| Participant deferral / active EE | $4,242 | $6,343-33.1% | $5,984-29.1% | $5,287-19.8% |
| Admin fee / account holder | $17,614 | $9,817+79.4% | $8,357+110.8% | $10,132+73.8% |