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 | $105,308 | $177,572-40.7% | $154,803-32.0% | $142,382-26.0% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 15.10% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,528 | $4,810-68.2% | $4,305-64.5% | $4,299-64.5% |
| Participant deferral / active EE | $1,933 | $6,272-69.2% | $5,540-65.1% | $6,507-70.3% |
| Admin fee / account holder | $11,353 | $16,786-32.4% | $14,329-20.8% | $12,624-10.1% |