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 5-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 | $47,587 | $124,425-61.8% | $112,040-57.5% | $137,256-65.3% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 17.73% | 24.72%-7.0pp | 24.52%-6.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,971 | $3,411-42.2% | $2,954-33.3% | $4,156-52.6% |
| Participant deferral / active EE | $4,252 | $5,718-25.6% | $5,098-16.6% | $6,407-33.6% |
| Admin fee / account holder | $2,082 | $15,207-86.3% | $12,098-82.8% | $12,270-83.0% |