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 | $94,364 | $114,381-17.5% | $107,525-12.2% | $142,382-33.7% |
| Participation rate | 70.6% | 78.1%-7.5pp | 75.1%-4.5pp | 80.1%-9.5pp |
| Annual return | 18.64% | 242.71%-224.1pp | 181.32%-162.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,968 | $4,015-26.1% | $3,754-20.9% | $4,299-31.0% |
| Participant deferral / active EE | $4,393 | $5,564-21.0% | $5,116-14.1% | $6,507-32.5% |
| Admin fee / account holder | $613 | $9,860-93.8% | $8,919-93.1% | $12,624-95.1% |