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 | $93,314 | $115,770-19.4% | $101,248-7.8% | $158,922-41.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 9.78% | 56.14%-46.4pp | 46.47%-36.7pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,625 | $4,175-61.1% | $3,660-55.6% | $4,761-65.9% |
| Participant deferral / active EE | $2,404 | $4,957-51.5% | $4,370-45.0% | $5,982-59.8% |
| Admin fee / account holder | $5,084 | $7,245-29.8% | $5,945-14.5% | $11,246-54.8% |