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 | $127,065-13.8% | $113,168-3.3% | $142,382-23.1% |
| Participation rate | 76.2% | 79.2%-3.0pp | 76.6%-0.4pp | 80.1%-3.9pp |
| Annual return | 17.55% | 24.03%-6.5pp | 24.27%-6.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,403 | $3,442-30.2% | $2,975-19.2% | $4,299-44.1% |
| Participant deferral / active EE | $4,497 | $5,716-21.3% | $5,107-11.9% | $6,507-30.9% |
| Admin fee / account holder | $6,711 | $15,736-57.4% | $12,068-44.4% | $12,624-46.8% |