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 | $122,558 | $179,726-31.8% | $156,263-21.6% | $142,382-13.9% |
| Participation rate | 78.9% | 82.1%-3.1pp | 78.9%0pp | 80.1%-1.2pp |
| Annual return | 16.21% | 77.86%-61.6pp | 59.47%-43.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,950 | $5,069-41.8% | $4,333-31.9% | $4,299-31.4% |
| Participant deferral / active EE | $2,950 | $6,956-57.6% | $6,158-52.1% | $6,507-54.7% |
| Admin fee / account holder | $8,388 | $17,272-51.4% | $14,255-41.2% | $12,624-33.6% |