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 | $76,420 | $106,584-28.3% | $101,326-24.6% | $142,382-46.3% |
| Participation rate | 70.0% | 82.7%-12.7pp | 81.5%-11.5pp | 80.1%-10.1pp |
| Annual return | 20.44% | 36.93%-16.5pp | 36.82%-16.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,792 | $3,956-4.1% | $3,665+3.5% | $4,299-11.8% |
| Participant deferral / active EE | $6,785 | $8,297-18.2% | $7,994-15.1% | $6,507+4.3% |
| Admin fee / account holder | $2,444 | $11,446-78.6% | $11,185-78.2% | $12,624-80.6% |