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 | $118,331 | $135,952-13.0% | $123,892-4.5% | $273,961-56.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 5.63% | 56.63%-51.0pp | 47.52%-41.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $5,048 | $5,170-2.4% | $4,617+9.3% | $4,869+3.7% |
| Participant deferral / active EE | $9,425 | $6,343+48.6% | $5,984+57.5% | $5,287+78.3% |
| Admin fee / account holder | $10,254 | $9,817+4.4% | $8,357+22.7% | $10,132+1.2% |