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 | $87,134 | $103,376-15.7% | $87,1000% | $152,861-43.0% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 23.38% | 28.10%-4.7pp | 28.19%-4.8pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,471 | $3,220-23.3% | $2,521-2.0% | $4,762-48.1% |
| Participant deferral / active EE | $3,720 | $4,778-22.1% | $4,049-8.1% | $5,850-36.4% |
| Admin fee / account holder | $9,831 | $12,205-19.5% | $7,497+31.1% | $11,596-15.2% |