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 | $83,699 | $111,535-25.0% | $105,223-20.5% | $137,256-39.0% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 17.10% | 237.85%-220.8pp | 180.65%-163.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,602 | $3,939-33.9% | $3,689-29.4% | $4,156-37.4% |
| Participant deferral / active EE | $5,829 | $5,500+6.0% | $5,072+14.9% | $6,407-9.0% |
| Admin fee / account holder | $1,348 | $9,721-86.1% | $8,859-84.8% | $12,270-89.0% |