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 | $109,470 | $124,425-12.0% | $112,040-2.3% | $137,256-20.2% |
| Participation rate | 76.2% | 79.3%-3.1pp | 76.5%-0.3pp | 80.0%-3.8pp |
| Annual return | 17.55% | 24.72%-7.2pp | 24.52%-7.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,403 | $3,411-29.5% | $2,954-18.6% | $4,156-42.2% |
| Participant deferral / active EE | $4,497 | $5,718-21.4% | $5,098-11.8% | $6,407-29.8% |
| Admin fee / account holder | $6,711 | $15,207-55.9% | $12,098-44.5% | $12,270-45.3% |