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 | $95,500 | $148,534-35.7% | $135,903-29.7% | $139,434-31.5% |
| Participation rate | 76.5% | 83.9%-7.4pp | 81.9%-5.4pp | 80.3%-3.8pp |
| Annual return | 17.96% | 79.19%-61.2pp | 68.23%-50.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,200 | $5,243-58.0% | $4,856-54.7% | $4,751-53.7% |
| Participant deferral / active EE | $5,595 | $8,100-30.9% | $7,758-27.9% | $6,710-16.6% |
| Admin fee / account holder | $2,561 | $12,400-79.3% | $10,762-76.2% | $11,403-77.5% |