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 | $128,002 | $179,726-28.8% | $156,263-18.1% | $142,382-10.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 14.67% | 77.86%-63.2pp | 59.47%-44.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $5,559 | $5,069+9.7% | $4,333+28.3% | $4,299+29.3% |
| Participant deferral / active EE | $9,450 | $6,956+35.9% | $6,158+53.5% | $6,507+45.2% |
| Admin fee / account holder | $66,352 | $17,272+284.2% | $14,255+365.5% | $12,624+425.6% |